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.
Causes: The Prevention Or Relief Of Poverty · website · Get email alerts
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
Reserves policy: three months’ normal operating expenditure (held: £12k)
“The Trustees have adopted a policy that the Charity should maintain a service delivery fund calculated as having a minimum balance equivalent to three months’ normal operating expenditure by reference to the year just ended.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.
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)
Cost of raising funds
£284
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.
- 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
Is BATH AND DISTRICT CITIZENS ADVICE BUREAU financially healthy?
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. Its FY2025 accounts were independently examined.
Who funds BATH AND DISTRICT CITIZENS ADVICE BUREAU?
Funders whose own accounts filings name BATH AND DISTRICT CITIZENS ADVICE BUREAU as a grant recipient include THE ROPER FAMILY CHARITABLE TRUST.
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 Citizens Advice Bournemouth, Christchurch and Poole.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.