Finance Score: 2

Governance Score: 6

Support Score: 5

Strong growth: +2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 13

TW MONEY ADVICE SERVICE

TWMAS works in conjunction with Crosslight Advice (charity no. 1163306) to provide advice to members of the public who are in debt from the TW postcode area. TWMAS is responsible for recruiting volunteers who work under the supervision of Crosslight Advice. TWMAS provides training and support for advisers and organises money advice courses for clients and for other members of the public.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no 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 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
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/12/22	£62	£39	£23	n/a	n/a	n/a	n/a	n/a	21
31/12/21	£35	£30	£5	n/a	n/a	n/a	n/a	n/a	14
31/12/20?	£43	£36	£8	n/a	n/a	n/a	n/a	n/a	15
30/06/19	£16	£11	£5	n/a	n/a	n/a	n/a	n/a	14
30/06/18	£17	£7	£10	£0	£0	£0	n/a	0	10
30/06/17	£7	£3	£3	£0	£0	£0	n/a	0	0
30/06/16	£8	£4	£5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 9 years

twmas.org.uk

07779483023

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Hounslow, Richmond Upon Thames,

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
Richmond Parish Lands Charity - To TW Money Advice Service
£8,000	01/12/2022 12	Debt and Money Advice and increased capacity for money advice service.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

ALICE SIMON Appointed: 2023

DR MARTIN RAYMOND DUFFY Appointed: 2018, Other trusteeship: RED BOX CHARITABLE TRUST,

JEAN ELIZABETH MOORHOUSE Appointed: 2021

MARGARET ELIZABETH GATLAND (Chair) Appointed: 2017

PAUL DEANE-WILLIAMS Appointed: 2016

WEI-YI CHEN Appointed: 2015, Other trusteeship: SHELTER COMMUNITY,

Legal constitution

Charity registered in England & Wales on 24/07/2015, number: 1162828

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

7 returns made; all on time

Main office

ST. STEPHENS CHURCH OFFICE
30 CROWN ROAD
TWICKENHAM
TW1 3EE

Objectives

(I) THE RELIEF OF THOSE IN NEED BY REASON OF AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE;(II) TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Data Sources