CITIZENS ADVICE SOUTH GLOUCESTERSHIRE
The Charity's objects are to promote any charitable purpose for the benefit of the community in South Gloucestershire and surrounding areas by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress.
Objects
FOR THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN SOUTH GLOUCESTERSHIRE AND SURROUNDING AREAS BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds totalled £407,004, which the trustees consider sufficient to maintain reserves between three and six months of expenditure. The charity reported a net income surplus of £101,983 for the year, supported by significant grant funding from South Gloucestershire Council and other local bodies.
What the accounts disclose
“It is the policy of the charitable company that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure.” — page 4
Policies the charity declares
- 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
- 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
Corporate structure
- Registered company of the charity Companies House 02715290
Funders the charity credits
- Almondsbury Parish Council
Company officers (Companies House)
- CAUNT, Alice on trustee list
- KERKVLIET, Joseph Bernardus on trustee list
- SHARP, Thomas Leslie on trustee list
- BLIKMANS, Janet Wilhelmina Maria on trustee list
- MURPHY, Shaun Patrick on trustee list
- WEBB, Deborah Jane on trustee list
- CORRY, John-Paul on trustee list
- WOOD, Amanda Dawn
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (14/09/2020)
Trustees
- Alice Caunt
- Deborah Webb
- Janet Wilhelmina Maria Blikmans
- John-Paul Corry
- Joseph Kerkvliet
- Shaun Patrick Murphy
- Thomas Leslie Sharp
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £964k | £862k |
| 31/03/2024 | £828k | £818k |
| 31/03/2023 | £499k | £577k |
| 31/03/2022 | £561k | £545k |
| 31/03/2021 | £541k | £472k |
Common questions
Is CITIZENS ADVICE SOUTH GLOUCESTERSHIRE financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds totalled £407,004, which the trustees consider sufficient to maintain reserves between three and six months of expenditure. The charity reported a net income surplus of £101,983 for the year, supported by significant grant funding from South Gloucestershire Council and other local bodies. Its FY2025 accounts were audited by Haines Watts Swindon Limited.
Who funds CITIZENS ADVICE SOUTH GLOUCESTERSHIRE?
Funders whose own accounts filings name CITIZENS ADVICE SOUTH GLOUCESTERSHIRE as a grant recipient include QUARTET COMMUNITY FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| QUARTET COMMUNITY FOUNDATION | FY2024 | £5k | Express Grant to employ an energy advisor to offer advice for those at risk of fuel poverty. |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 31/10/2024 | £20k | Refurbishment of new advice centre |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CHOBHAM POOR ALLOTMENTS | 1 | £1.9m |
| STRATFORD-UPON-AVON TOWN TRUST | 1 | £273k |
| THE KING HENRY VIII ENDOWED TRUST, WARWICK | 1 | £105k |
| THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST | 1 | £28k |
| THE BLYTH CHARITABLE TRUST | 1 | £25k |
| The A and J Charitable Trust | 1 | £20k |
| FRIMLEY FUEL ALLOTMENTS CIO | 1 | £19k |
| SUSANNA PEAKE CHARITABLE TRUST | 1 | £17k |
Charities like this
- CITIZENS ADVICE STROUD & COTSWOLD DISTRICTS LTD
- CITIZENS ADVICE IN WEST SUSSEX (NORTH, SOUTH, EAST)
- SOUTHAMPTON CITIZENS ADVICE BUREAU
- CVS SOUTH GLOUCESTERSHIRE
- STAFFORDSHIRE SOUTH WEST CITIZENS ADVICE BUREAU
- CITIZENS ADVICE SOUTH WARWICKSHIRE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CITIZENS ADVICE SOUTH GLOUCESTERSHIRE | £964k | — | 0 | within | — | no doubt |
| CITIZENS ADVICE STROUD & COTSWOLD DISTRICTS LTD | £725k | — | 0 | unclear | — | no doubt |
| CITIZENS ADVICE IN WEST SUSSEX (NORTH, SOUTH, EAST) | £2.7m | — | 0 | below | — | no doubt |
| SOUTHAMPTON CITIZENS ADVICE BUREAU | £1.7m | — | — | unclear | — | no doubt |
| CVS SOUTH GLOUCESTERSHIRE | £274k | — | 0 | unclear | — | no doubt |
| STAFFORDSHIRE SOUTH WEST CITIZENS ADVICE BUREAU | £1.5m | — | 0 | above | — | no doubt |