CITIZENS ADVICE CAERPHILLY BLAENAU GWENT
We offer free and confidential and independent advice and information to clients in all areas of social welfare law, including benefits, debt, housing, employment and consumer issues.We campaign for change, attempting to tackle some of the underlying issues which give rise to these issues. We collate and use evidence from our clients to influence policy makers, both locally and nationally.
Objects
THE CHARITY'S OBJECTS ARE TO PROMOTE ANY CHARITABLE PURPOSE FOR THEPUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION ANDPRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS ANDDISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THECOMMUNITY IN THE COUNTIES OF CAERPHILLY AND BLAENAU GWENT ANDSURROUNDING AREAS.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves increased by £416,429 to a total of £4,614,773, with the charity reporting a net income of £285,607 for the year. The trustees note that the organisation has moved away from a simplistic reserves policy based on months of operating costs towards a bespoke target reflecting its specific exposure and risk. The charity holds significant designated funds, including £1,945,000 for pension scheme assets, and reports no funds in significant deficit.
What the accounts disclose
“CACBG wishes to move away from a simplistic approach based upon three six months of operating costs towards a target reserve level bespoke to our exposure and risk as an organisation.” — page 7
Policies the charity declares
- 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
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- COLIN MANN
- Damian Vizard
- Edward John Evans
- Gareth Coombes
- Gerard Joseph Donovan FCCA
- Glyn Jones
- Karolina Bronislawa Majka
- MOSTYN WILFRED DAVIES
- Phyllis Margaret Howls
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £6.8m | £6.8m |
| 31/03/2024 | £6.8m | £6.1m |
| 31/03/2023 | £5.7m | £5.2m |
| 31/03/2022 | £5.2m | £4.8m |
| 31/03/2021 | £4.5m | £4.0m |
Common questions
Is CITIZENS ADVICE CAERPHILLY BLAENAU GWENT financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves increased by £416,429 to a total of £4,614,773, with the charity reporting a net income of £285,607 for the year. The trustees note that the organisation has moved away from a simplistic reserves policy based on months of operating costs towards a bespoke target reflecting its specific exposure and risk. The charity holds significant designated funds, including £1,945,000 for pension scheme assets, and reports no funds in significant deficit. Its FY2025 accounts were audited by MHA.
Who funds CITIZENS ADVICE CAERPHILLY BLAENAU GWENT?
Funders whose own accounts filings name CITIZENS ADVICE CAERPHILLY BLAENAU GWENT as a grant recipient include THE ACCESS TO JUSTICE FOUNDATION, MOONDANCE FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE ACCESS TO JUSTICE FOUNDATION | FY2021 | £35k | |
| MOONDANCE FOUNDATION | FY2022 | £30k | Causes in Wales |
| THE ACCESS TO JUSTICE FOUNDATION | FY2022 | £15k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 24/03/2010 | £5k | Expanding Bargoed Citizens Advice Bureau |
| The National Lottery Community Fund | 11/03/2010 | £50k | Recession - CAB CashWise |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| LONDON LEGAL SUPPORT TRUST | 1 | £101k |
| THE SUSSEX COMMUNITY FOUNDATION | 1 | £10k |
| THE SALISBURY POOL CHARITY COMPRISING THE FIRST MOIETY ESTABLISHED BY CLAUSE 2 OF THE DEED OF DECLARATION DATED 23RD MARCH 1976 | 1 | £5k |
| THE EDGAR E LAWLEY FOUNDATION | 1 | £2k |
Charities like this
- BRIDGEND COUNTY BOROUGH CITIZENS ADVICE BUREAU
- NOTTINGHAM AND DISTRICT CITIZENS ADVICE BUREAU
- CITIZENS ADVICE IN NORTH & WEST KENT
- DOVER DEAL AND DISTRICT CITIZENS ADVICE BUREAU
- CITIZENS ADVICE IN EAST DORSET AND PURBECK LTD
- Citizens Advice Braintree & South Essex Limited
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CITIZENS ADVICE CAERPHILLY BLAENAU GWENT | £6.8m | — | — | unclear | — | no doubt |
| BRIDGEND COUNTY BOROUGH CITIZENS ADVICE BUREAU | £1.1m | — | 0 | below | — | no doubt |
| NOTTINGHAM AND DISTRICT CITIZENS ADVICE BUREAU | £1.8m | — | 0 | below | — | no doubt |
| CITIZENS ADVICE IN NORTH & WEST KENT | £2.1m | — | 0 | above | — | no doubt |
| DOVER DEAL AND DISTRICT CITIZENS ADVICE BUREAU | £368k | — | 0 | below | — | noted |
| CITIZENS ADVICE IN EAST DORSET AND PURBECK LTD | £1.3m | £60,001 - £70,000 | 1 | above | — | no doubt |