CITIZENS ADVICE IN EAST DORSET AND PURBECK LTD

Registered charity 1068414 · accounts filings on the Charity Commission register · also known as PURBECK CITIZENS ADVICE BUREAU

To provide information, advice, assistance and representation to anyone on a range of issues, including welfare benefits, debt, housing, employment, relationship, consumer and legal. To exert a responsible influence on the development of policies locally and nationally.

Objects

The charity’s objects (‘Objects’) are specifically: 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 Dorset and surrounding areas.

Area of benefit: PURBECK

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

Causes: General Charitable Purposes · Disability · Accommodation/housing · Economic/community Development/employment · website · Get email alerts

Registered contact address: Dorset, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity generated a surplus of £108,055 for the year ended 31 March 2025, a significant turnaround from the previous year's deficit. Per the trustees' report, free reserves stood at £163,020, which the board considers sufficient to meet day-to-day running costs and manage cash flow challenges. The charity remains in a healthy financial position despite facing pressures from high inflation and squeezed funding.

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

What the accounts disclose

Accounts audited by Ward Goodman Audit Services Ltd. Discloses 6 of 6 completeness components.

Year-over-year changes

• Employees paid over £60,000: 0 (FY2024) → 1 (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

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
• Campaigns and political activity 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
• Investing charity funds policy and procedures
• Investment
• 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

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.

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

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 4.7 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: 0.7% of total income — below the median for charities its size (5.3%) (benchmarks).

Register events

• Received assets from another charity (02/03/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Colin Andrew Logan
• Dawn Locke
• Louise Capaldi-Tallon
• Michelle Howard · trustee of 3 other charities
• Sian Thomas · trustee of 1 other charity
• Terry Cordery

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

Operates in: Dorset

Income and spending

Common questions

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

• Michelle Howard — trustee here and at DORSET COMMUNITY FOUNDATION

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 CENTRAL DORSET LIMITED.

• CITIZENS ADVICE CENTRAL DORSET LIMITED income £1.4m
• CITIZENS ADVICE DONCASTER BOROUGH income £1.9m
• EASTBOURNE CITIZENS ADVICE BUREAU income £642k
• CITIZENS ADVICE IN WEST SUSSEX (NORTH, SOUTH, EAST) income £2.7m
• Citizens Advice East Suffolk income £1.2m
• EXETER CITIZENS ADVICE BUREAU income £527k

Side by side with its peers

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