SOUTH HAMS CITIZENS ADVICE BUREAU

Registered charity 1091133 · accounts filings on the Charity Commission register

Citizens Advice South Hams is a registered charity and offers FREE, CONFIDENTIAL, INDEPENDENT and IMPARTIAL advice on a wide range of issues, including: Benefits: Consumer: Debts: Employment and Housing.

Objects

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN SOUTH HAMS SUBSTANTIALLY BUT NOT EXCLUSIVELY ("THE AREA OF BENEFIT") BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Area of benefit: SOUTH HAMS SUBSTANTIALLY BUT NOT EXCLUSIVELY

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 · The Prevention Or Relief Of Poverty · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £130,170, which the trustees consider sufficient to meet their policy target of retaining three months of total organisational costs. The charity reported a net expenditure of £13,573 for the year, resulting in a decrease in total funds from £210,622 to £208,013. The independent examiner confirmed that accounting records were kept and the accounts accorded with those records.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

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
• 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
• 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

Public fundraising profile: JustGiving — Citizens Advice South Hams (matched by registered charity number).

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

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~2.7 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (98% 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 (10/10/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Christopher Elliott Mottram · trustee of 2 other charities
• Christopher Peach
• David Sprent · trustee of 1 other charity
• Dr KATIE PORKESS
• Louise Pilkington · trustee of 1 other charity
• Susan Bolshaw

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

Operates in: Devon

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).