Finance Score: 3
Governance Score: 6
Support Score: 10
  • Liabilities <10%: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +10
Overall GiG Score: 19 ?

SOUTH TYNESIDE CITIZENS ADVICE BUREAU 

To give free, independent information, advice and assistance to anyone living and/or working in South Tyneside. Advice is given on the full range of legal issues including Debt, Wefare Benefits, Housing, Employment, Consumer, Taxws, Immigration and Family.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • 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:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
Established: 15 years

www.southtynecab.net

admin@southtynecab.net

01914557958

Charity Commission for England and WalesCompanies House
UN SDGs
?

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£873£764£109£0£675£65210.22413
31/03/22£785£715£70£0£566£5539.3240
31/03/21£838£729£109£0£495£4717.8230
31/03/20£731£728£3£0£386£36462520
31/03/19£727£675£52£0£384£3335.92320
31/03/18*£527£600£-74£0£332£3096.2220
31/03/17£590£619£-29£0£406£3336.5220
31/03/16£718£645£73£0£435£3576.6220
31/03/15£756£682£74£8£362£2774.9220
31/03/14£770£771£-2£9£288£2714.2270
31/03/13£879£889£-10£8£290£2763.7320
31/03/12£866£854£12£4£300£2844330
31/03/11£1,008£996£12£8£288£2623.2340
31/03/10*£1,003£988£16£13£276£40390

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 10.2 months
Net Current Assets/Spending: 10 months
Quick Ratio: 23.3
Asset Split ?
Listed activities
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
How it operates
  • Provides advocacy/advice/information
Where it operates
  • South Tyneside,
Who it helps
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/Mankind
Who works here?
  • 24 employees
  • 13 volunteers

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.

Major supporters in last 5 years
Henry Smith Charity£297,600
National Lottery Community Fund£229,800
Department for Business, Energy and Industrial Strategy£108,077
HM Revenue & Customs£63,631
DCMS£33,542
Community Foundation Tyne & Wear & Nthmbrlnd£15,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - ACCESSIBILITY FOR ALL
£9,800 05/08/2022
The funding will be used to fund the replacement and installation of a new entry door with intercom to improve access and security.
Henry Smith Charity - Grant to South Tyneside Citizens Advice Bureau
£117,600 07/04/2022
36
towards three years' salary of three Project Advisors at a project providing advice, assistance and representation for black minority ethnic communities, impacted by the COVID-19 pandemic, in South ....more
Community Foundation serving Tyne & Wear and Northumberland - A grant to South Tyneside Citizens Advice Bureau
£1,000 27/01/2022
Supporting the bureau's Black Asian & Minority Ethnic Advice Project
Department for Business, Energy and Industrial Strategy - Body Rocket: Real-time measurement of aerodynamic drag for athletes
£108,077 01/11/2021
Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10010851
Henry Smith Charity - Grant to South Tyneside Citizens Advice Bureau
£180,000 06/05/2021
36
towards three years' continuation funding of the salaries of a Specialist Social Welfare Caseworker and a Representing Appeals Officer, at a project providing welfare and benefits advice and advocacy ....more
HM Revenue & Customs - HMRC Grant Funding
£32,000 01/04/2021
Supporting HMRC customers who need extra help accessing HMRC services
National Lottery Community Fund - Include to Improve - i2i project
£210,000 17/02/2021
25
The project will use the funding to support those who have problems with their welfare benefits and are at risk of losing their income. It will provide beneficiaries with advice assistance and legal ....more
DCMS - Coronavirus Community Support Fund
£33,542 11/08/2020
"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
Community Foundation Tyne & Wear & Nthmbrlnd - the charity's running costs
£10,000 09/04/2020
the charity's running costs
Community Foundation Tyne & Wear & Nthmbrlnd - the charity's running costs
£5,000 09/04/2020
the charity's running costs
HM Revenue & Customs - HMRC Grant Funding
£31,631 01/04/2020
Supporting HMRC customers who need extra help accessing HMRC services
National Lottery Community Fund - Inclusion Through Advice
£10,000 10/01/2020
11
The funding will be used to continue to deliver an advice project for BAME communities in South Tyneside. This will provide culturally sensitive support, help remove language barriers for ....more
HM Revenue & Customs - HMRC Grant Funding
£46,293 01/04/2019
Supporting HMRC customers who need extra help accessing HMRC services
Community Foundation serving Tyne & Wear and Northumberland - Salary and on costs of the Representing Appeals Officer and Social Welfare Caseworker Year 2
£60,000 01/04/2019
Salary and on costs of the Representing Appeals Officer and Social Welfare Caseworker Year 2
Community Foundation serving Tyne & Wear and Northumberland - Volunteer Advisor Training and Service Delivery
£5,000 17/04/2018
Volunteer Advisor Training and Service Delivery
National Lottery Community Fund - Include to Improve - i2i project
£315,000 21/03/2018
36
The group will provide support to those people living in South Tyneside whose household income is threatened, reduced, withdrawn or sanctioned; leaving them impoverished, destitute, and reliant on ....more
Henry Smith Charity - Grant to South Tyneside Citizens Advice Bureau
£180,000 14/03/2018
36
towards three years' salaries of the Representing Appeals Officer and Social Welfare Caseworker at a project providing financial inclusion support to disadvantaged people living in South Tyneside
Community Foundation serving Tyne & Wear and Northumberland - Salary and on costs of the Representing Appeals Officer and Social Welfare Caseworker Year 1
£60,000 04/01/2018
Salary and on costs of the Representing Appeals Officer and Social Welfare Caseworker Year 1
Tudor Trust - Grant to Citizens Advice Bureau: South Tyneside
£60,000 30/11/2017
24
over two years as continuation funding towards salaries and running costs for a project providing advice to BAME communities in South Shields
Tudor Trust - Grant to Citizens Advice Bureau: South Tyneside
£90,000 19/11/2014
36
over three years towards salaries and associated costs for a BME advice project working with people in South Shields, Jarrow and surrounding areas
National Lottery Community Fund - include2improve - i2i project
£300,000 11/09/2014
36
Not Available
Lloyds Bank Foundation - Grant to South Tyneside Citizens Advice Bureau
£17,300 26/04/2013
supporting the CAB which operates across the Borough of South Tyneside.
National Lottery Community Fund - Transition Project
£317,484 19/04/2013
24
Primary focus of this new project will be to develop common processes to deliver a more effective and efficient service eg promoting the use of telephone advice and using IT more effectively. A new ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed

Age Range of Trustees: 29-71
  • ANN BEST Appointed: 2021, Occupation: Mp Office Manager
  • JAY POTTS Appointed: 2023, Occupation: Councillor
  • KEITH PALMER (Chair) Appointed: 2011, Occupation: Office Manager
  • PAUL LOTT Appointed: 2020, Occupation: Solicitor
Legal constitution
  • Charitable company registered in England & Wales on 28/10/2008, number: 1126466
  • Registered at Companies House on 12/04/2007, number: 06210127
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
14 returns made; AR18: 26 days late, AR10: 37 days late,
Main office

CITIZENS ADVICE BUREAU
EDINBURGH BUILDINGS
2 STATION APPROACH
SOUTH SHIELDS
NE33 1HR

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN SOUTH TYNESIDE AND SURROUNDING AREAS BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

SOUTH TYNESIDE AND SURROUNDING AREA

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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