Citizens Advice Somerset
Registered charity 1054134 · accounts filings on the Charity Commission register · also known as SOUTH SOMERSET CAB, SOUTH SOMERSET CITIZENS ADVICE BUREAU
Citizens Advice Somerset aims to ensure that everyone has somewhere trusted to turn to for help and advice. Our services empower people and advocate for social change. We enable clients to act early to prevent a problem becoming a long term issue, address those critical issues and crisis that affect their lives and to tackle the underlying causes of inequality, financial distress and injustice
Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity generated a surplus of £55,666 for the year ended 31 March 2025, with total income of £2,268,514 and expenditure of £2,212,848. Per the trustees' report, free reserves after excluding fixed assets were £971,811, and after allowing for designated reserves, were £479,311, which is in line with the reserves target.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves position: below the charity's own stated reserves policy (held: £479k; policy: three months of unrestricted expenditure)
“As at the year end, free reserves after excluding fixed assets, were £971,811, and after allowing for the designated reserves, were £479,311, which is in line the reserves target.” — page 27
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Albert Goodman LLP. Discloses 5 of 6 completeness components.
Public fundraising profile: JustGiving — Citizens Advice Somerset (matched by registered charity number).
Structured financials (annual return, FY ending 31/03/2025)
Reported reserves equal ~5.5 months of spending — above the median for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (96% 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 (5.2%) (benchmarks).
Register events
- Received assets from another charity (23/08/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Received assets from another charity (23/08/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Received assets from another charity (23/08/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Alexander Heath
- Anthony Charles Edward Taylor
- David John Incoll
- Jo Humble
- Lin Cousins · trustee of 1 other charity
- Lyn Goodfellow
- Margaret Mary Mercer
- Nicola Emma Joan Rhodin
- Peter John Hunter · trustee of 1 other charity
Trustee list from the Charity Commission register (current, not historical).
Operates in: Somerset
Income and spending
Common questions
Is Citizens Advice Somerset financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a surplus of £55,666 for the year ended 31 March 2025, with total income of £2,268,514 and expenditure of £2,212,848. Per the trustees' report, free reserves after excluding fixed assets were £971,811, and after allowing for designated reserves, were £479,311, which is in line with the reserves target. Its FY2025 accounts were audited by Albert Goodman LLP.
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 IN WEST SUSSEX (NORTH, SOUTH, EAST).
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.