Finance Score: 1

Governance Score: 9

Support Score: 3

Reasonable growth: +1
No PartB

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

Grant maker support: +3

Overall GiG Score: 13

CITIZENS ADVICE SURREY HEATH

The charityÔÇÖs objects are to promote any charitable purpose for the benefit of the community in Surrey Heath, by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress.

Analysis by Giving is Great

Positives:

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
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 issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£304	£295	£9	n/a	n/a	n/a	n/a	n/a	49
31/03/22	£294	£254	£39	n/a	n/a	n/a	n/a	n/a	40
31/03/21	£242	£211	£31	n/a	n/a	n/a	n/a	n/a	43
31/03/20	£225	£211	£14	n/a	n/a	n/a	n/a	n/a	59
31/03/19	£192	£201	£-9	n/a	n/a	n/a	n/a	n/a	56
31/03/18	£165	£161	£4	£0	£0	£0	n/a	0	0
31/03/17	£173	£171	£2	£0	£0	£0	n/a	0	0
31/03/16	£214	£197	£18	£0	£0	£0	n/a	0	0
31/03/15	£190	£178	£12	£0	£0	£0	n/a	0	0
31/03/14	£198	£186	£12	£0	£0	£0	n/a	0	0
31/03/13	£188	£171	£18	£0	£0	£0	n/a	0	0
31/03/12	£122	£127	£-5	£0	£0	£0	n/a	0	0
31/03/11	£143	£124	£19	£0	£0	£0	n/a	0	0
31/03/10	£131	£123	£8	£0	£0	£0	n/a	0	0
31/03/09	£123	£106	£17	£0	£0	£0	n/a	0	0
31/03/08	£101	£100	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 17 years

https://www.citizensadvicesurreyheath.org.uk/

bureau@camberley.cabnet.org.uk

03444 111444

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information

Where it operates

Surrey,

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
Community Foundation for Surrey - Funding for supervision for debt advice volunteers
£4,813	06/12/2022	Funding for supervision for debt advice volunteers
Community Foundation for Surrey - Accessible Advice
£4,000	02/02/2022 12	Funding for a 1 year subscription for a translation service to provide financial and welfare support and advice for people who experience a language barrier.
Community Foundation for Surrey - COVID19 - Advice and support
£21,000	24/09/2020 11	Funding towards the salary costs to run an Independent Living Project, to support disadvantaged people in Surrey Heath amid the Coronavirus Pandemic
DCMS - VSCE CMC Fund
£10,000	24/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
DCMS - Coronavirus Community Support Fund
£9,884	17/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Community Foundation for Surrey - COVID19 - Advice and support
£4,075	24/04/2020	IT equipment for a Citizens Advice to support communities amid the Coronavirus pandemic
Community Foundation for Surrey - IT Server and software upgrade
£3,491	02/10/2018 4	Replacement of IT equipment and server to enable the continuation of a valuable support service helping local people across a range of issues including debt, housing, employment and relationships.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-70

GREG SCOTT (Chair) Appointed: 2020, Occupation: Retired

JULIE ELISABETH SUMMERS Appointed: 2019, Occupation: Solicitor

KARI FREEBURN Appointed: 2023, Occupation: Marketing Director

LOIS ELIZABETH DABROWSKI Appointed: 2021, Occupation: Marketing Consultant

MAJOR MANI RAI Appointed: 2014, Occupation: Retired

MARION PARK Appointed: 2017, Occupation: Hr Director

NIGEL ALEXANDER DOWNEY Appointed: 2010, Occupation: Chartered Accountant

PAUL RICH Appointed: 2022, Occupation: Chief Information Security Office

ROBERT MANNING Appointed: 2018, Occupation: Accountant, Other trusteeship: THE FRIENDS OF ATSEDE AND INDIE'S CLINIC,

Legal constitution

Charitable company registered in England & Wales on 01/03/2007, number: 1118181
Registered at Companies House on 19/01/2007, number: 06058583

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

16 returns made; all on time

Recent reorganisation events:

Asset transfer in from CITIZENS ADVICE SURREY on 04/02/2022

Main office

Surrey Heath House
Knoll Road
CAMBERLEY
Surrey
GU15 3HD

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE BOROUGH OF SURREY HEATH AND SURROUNDING AREAS (THE AREA OF BENEFIT) BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

THE BOROUGH OF SURREY HEATH AND THE SURROUNDING AREAS

Data Sources