Finance Score: 1

Governance Score: 4

Support Score: 2

Reasonable growth: +1
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 7

ROXBURGH AND BERWICKSHIRE CITIZENS ADVICE BUREAU

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
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 gender and dynamic in terms of composition
This charity is based in an area of high deprivation

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Established: 44 years

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				£309,278	£340,247	£299,472
Donations & Legacies				£1,085	£120
Other Income
Investment Income
Total income	£202,845	£211,713	£249,875	£310,363	£340,367	£299,592
Charitable activities spending				£274,367	£274,367	£309,057
Fundraising costs
Other spending
Total spending	£201,124	£194,673	£226,184	£274,367	£274,367	£309,057
Surplus/deficit	£1,721	£17,040	£23,691	£35,996	£66,000	-£9,465

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Listed activities

It carries out activities or services itself

Purposes

The advancement of education
The advancement of health
The advancement of citizenship or community development','the provision of recreational facilities, or the organisation of recreational activities, with the object of improving the conditions of life for the persons for whom the facilities or activities are primarily intended','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: Scottish Borders

This charity is based in an area of high deprivation

Who it helps

Children or young people
Older People
People with disabilities or health problems','People with a particular ethnic or racial origin','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
Robertson Trust - The Youthinfo @ CAB Project
£33,000	21/11/2018	The Youthinfo @ CAB Project
Robertson Trust - the Youthinfo @ CAB project
£32,000	31/08/2016	the Youthinfo @ CAB project
Robertson Trust - the Youthinfo @ CAB project
£15,000	30/04/2015	the Youthinfo @ CAB project
National Lottery Community Fund - Welfare Reform Action Project (WRAP)
£184,743	25/06/2013 31	Funded through Support and Connect this two-year project will increase the capacity of the Bureau in order to meet the rising demand for advice and information due to welfare benefit reform. They ....more Funded through Support and Connect this two-year project will increase the capacity of the Bureau in order to meet the rising demand for advice and information due to welfare benefit reform. They will increase the capacity of their existing services and will create additional outreach clinic sessions in 16 rural locations around Hawick, Kelso, Duns and Eyemouth in the Scottish Borders.

Data sourced from Donors via 360 Giving

How is it governed?

Directors (6)

Current Directors appointed

Gender Split

Age Range of Directors: 62-75

ANDERSON, Heather
Appointed: 2022
Occupation: Retired

BAXTER, Veronica Elizabeth
Appointed: 2018
Occupation: Retired

BELL, Stephanie Ross Clinton
Appointed: 2011
Occupation: Business Liaison Officer, Food And Tourism

PURDIE, Georgina
Appointed: 2022
Occupation: Retired Hr Director

SCOTT, Harry Redpath
Appointed: 2022
Occupation: Retired

WILSON, Marshal
Appointed: 2014
Occupation: Grain Buyer

Legal constitution

Charity registered in Scotland on 14/01/1980, number: SC010123
Registered at Companies House on 03/06/2011, number: SC400899

Filing Record

5 returns made; all on time

Main office

1 Towerdykeside, HAWICK, TD9 9EA

Objectives

2. The company's objects are to promote any charitable purposes for the public benefit in Roxburgh and Berwickshire ('the area of local benefit') and 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 civil and human rights by ensuring that people do not suffer through ignorance of their civil and human rights and by taking such actions as are intended to redress the situation and redress wrongs and restore justice. (iv) Advancement of health by providing a comprehensive advice service which deals with all aspects of clients problems and alleviates the injury, stress and anxiety caused by unsolved problems. (v) Advancement of community development by recruiting, training and developing local citizens to be volunteers in and for 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