Finance Score: 3

Governance Score: 5

Support Score: 4

Good reserves management: +3

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +4

Overall GiG Score: 12

SWINDON AND DISTRICT CITIZENS ADVICE BUREAU

The provision of a generalist advice service and specialist casework to the communities of Swindon and District.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£817	£737	£80	£0	£635	£233	3.8	29	45
31/03/22		£717	£591	£126	£64	£555	£412	8.4	26	40
31/03/21	*	£678	£653	£25	£0	£429	£279	5.1	22	45
31/03/20	*	£656	£669	£-13	£0	£404	£278	5	27	80
31/03/19		£630	£654	£-24	£0	£417	£298	5.5	28	122
31/03/18		£636	£631	£4	£0	£441	£282	5.4	30	0
31/03/17		£636	£591	£45	£2	£437	£283	5.8	25	0
31/03/16		£619	£627	£-8	£0	£392	£239	4.6	20	0
31/03/15		£708	£612	£96	£13	£400	£235	4.6	20	0
31/03/14	*	£580	£553	£27	£14	£304	£159	3.5	17	0
31/03/13		£471	£496	£-25	£0	£0	£0	n/a	0	0
31/03/12	*	£502	£494	£8	£14	£303	£104	2.5	17	0
31/03/11	*	£526	£517	£10	£13	£295	£68	1.6	17	0
31/03/10	*	£575	£441	£134	£12	£285	£60	1.6	12	0
31/03/09		£364	£339	£25	£0	£0	£0	n/a	0	0
31/03/08	*	£394	£334	£61	£0	£0	£0	n/a	0	0
31/03/07	*	£354	£328	£26	£0	£0	£0	n/a	0	0

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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: 26%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 37%
Reserves/Spending: 3.8 months
Net Current Assets/Spending: 10 months
Quick Ratio: 3.5

Asset Split ?

Established: 18 years
(23 years as a company)

www.citizensadviceswindon.org.uk

bureau.swindoncab@cabnet.org.uk

01793402110

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Swindon, Wiltshire,

Who it helps

The General Public/Mankind

Who supports 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
Wiltshire Community Foundation - Surviving Winter 2022-23
£29,972	21/10/2022	Benefit advice for older people and those who are vulnerable due to a health conditions or disability
Wiltshire Community Foundation - Surviving Winter
£4,388	10/03/2022	Benefit advice for older people and those with physical difficulties during winter period.
Wiltshire Community Foundation - Surviving Winter
£7,496	14/10/2021	Benefit advice for older people and those with physical difficulties during winter period.
Wiltshire Community Foundation - Winter Benefits Take up
£7,490	23/10/2020	Benefit advice for older people and those with physical difficulties during winter period.
Wiltshire Community Foundation - Grant to Swindon Citizens Advice
£2,925	24/04/2020	To purchase laptops to enable volunteer advisors to work from home
National Lottery Community Fund - Swindon Advice Services - A New Beginning ...
£287,775	19/04/2013 24	The aim of this new project is to develop a strategic social welfare advice partnership for the Borough of Swindon which will effectively serve the advice needs of the community. Swindon Citizens ....more The aim of this new project is to develop a strategic social welfare advice partnership for the Borough of Swindon which will effectively serve the advice needs of the community. Swindon Citizens Advice Bureau (SCAB) will introduce a common method of triage that; develop new working practices that allow the use of specialist resources to be optimised within the partnership and develop new outreach and home visit capability to reach the most vulnerable clients.

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: 45-69

ANNE MARGARET BENNETT (Chair) Appointed: 2006, Occupation: Case Worker

CHRISTOPHER GANNICOT Appointed: 2017, Occupation: Accountant

DAVID LANGLEY Appointed: 2020, Occupation: Retired

JAGINDER BASSI SINGH Appointed: 2023

MATTHEW BOX Appointed: 2017, Occupation: Director

PHILIP GILVIN Appointed: 2023, Occupation: Retired

SIMON WARREN Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 25/07/2006, number: 1115564
Registered at Companies House on 16/01/2001, number: 04141854

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

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

Filing Record

17 returns made; AR21: 37 days late, AR20: 5 days late, AR14: 1 days late, AR12: 14 days late, AR11: 1 days late, AR10: 2 days late, AR08: 1 days late, AR07: 1 days late,

Main office

CITIZENS ADVICE BUREAU
sanford house
sanford street
swindon
SN1 1QH

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 SWINDON AND SURROUNDING AREAS.

Defined Area of Benefit:

SWINDON AND DISTRICT

Data Sources