BATH AND DISTRICT CITIZENS ADVICE BUREAU

Registered charity 1025392 · accounts filings on the Charity Commission register · also known as CITIZENS ADVICE BUREAU BATH AND NORTH EAST SOMERSET

To provide free, impartial advice and information regarding their rights and responsibilities to the people of Bath and District.

Objects

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 BATH AND SURROUNDING DISTRICTS AND SURROUNDING AREAS.

Area of benefit: BATH AND SURROUNDINGS

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Prevention Or Relief Of Poverty · website · Get email alerts

Registered contact address: Bath and North East Somerset, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity delivered an overall deficit of £215,551 for the year, resulting in a significant decrease in cash reserves from £391,558 to £180,208. Per the trustees' report, free reserves held at the end of the financial year were £11,930, which is below the stated policy target of maintaining a service delivery fund equivalent to three months' normal operating expenditure. The trustees consider the going concern basis appropriate despite the deficit and reduced liquidity.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Bath and North East Somerset Council — “The funding we have received through our long-term partnership with our local authority has been essential for us to provide a high-quality …” (source page)
• Dorothy House — “Our partnership with these charities has enabled us to help people with serious life-altering conditions to help people more quickly and to …” (source page)
• Macmillan Cancer Support — “Our partnership with these charities has enabled us to help people with serious life-altering conditions to help people more quickly and to …” (source page)
• Wessex Water — “Thanks to funding from Wessex Water, we’ve been able to enhance our debt advice provision for social housing tenants, helping clients to pay…” (source page)
• Bath Building Society — “The Top 52 Club is a group of businesses and organisations that are dedicated to improving our community in Bath and North East Somerset by …” (source page)

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~1.8 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (56% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

• Received assets from another charity (08/05/2012) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Aileen Mary Lyon
• Christopher Garry Champion
• Holly Wood-Blake
• Jodie Ann Cross
• SUSAN LINDSAY
• Sean William Lowther
• Terence Thomas McGregor

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bath And North East Somerset

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CAMBRIDGE AND DISTRICT CITIZENS ADVICE BUREAU.

• CAMBRIDGE AND DISTRICT CITIZENS ADVICE BUREAU income £1.4m
• BRIDPORT AND DISTRICT CITIZENS ADVICE BUREAU income £292k
• CARMARTHENSHIRE CITIZENS ADVICE BUREAU income £719k
• DISS, THETFORD AND DISTRICT CITIZENS ADVICE BUREAU income £733k
• MID SUFFOLK CITIZENS ADVICE BUREAU income £342k
• CITIZENS ADVICE IN NORTH & WEST KENT income £2.1m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.