CYNGOR AR BOPETH POWYS CITIZENS ADVICE BUREAU
provides free,confidentail and impartial advice
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 POWYS AND SURROUNDING AREAS
Financial health, per its FY2026 accounts
The charity reported unrestricted reserves of £325,786, which exceeds its stated policy target of holding at least five months of operating expenditure (£259,000). The accounts were subject to an independent examination rather than a full audit, with the examiner confirming no matters gave cause for concern regarding the accounts or accounting records.
What the accounts disclose
“The Trustees consider that it would be prudent to set aside an amount of at least five months operating expenditure, to provide cover in the event of unforeseen circumstances or falls in income.” — page 11
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
- 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)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 9
- Government income: £499,931 — grants £499,931 (2); 75% of the £670,131 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 6
- Government income: £328,839 — grants £328,839 (2); 53% of the £624,433 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 7
- Government income: £316,486 — grants £316,486 (2); 53% of the £600,744 total gross income on the same return
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2026)
Trustees
- Adrian Peter Osbornechair
- Carol Daphne Thomas
- JACKIE HANKINS
- Jane Kearle
- John Kearle
- Mark Christopher Harvey
- Sarah Elizabeth Evans
- Stuart Mark Robertson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £670k | £663k |
| 31/03/2025 | £624k | £619k |
| 31/03/2024 | £601k | £576k |
| 31/03/2023 | £538k | £537k |
| 31/03/2022 | £554k | £528k |
Common questions
Is CYNGOR AR BOPETH POWYS CITIZENS ADVICE BUREAU financially healthy?
Per its FY2026 accounts: The charity reported unrestricted reserves of £325,786, which exceeds its stated policy target of holding at least five months of operating expenditure (£259,000). The accounts were subject to an independent examination rather than a full audit, with the examiner confirming no matters gave cause for concern regarding the accounts or accounting records. Its FY2026 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 28/07/2026 | £20k | COL Wales Foodbank Holistic Advice |
| Calouste Gulbenkian Foundation, UK Branch | 01/05/2017 | £17k | Cyngor Ar Bopeth Powys Citizens Advice Bureau |
| The National Lottery Community Fund | 11/03/2010 | £49k | Recession: Taking Citizens Advice to Mid Powys |
| The National Lottery Community Fund | 05/08/2009 | £1k | 'At Home with The Wiltons' |
| The National Lottery Community Fund | 23/07/2009 | £470k | Prescribing Citizens Advice Plus |
| The National Lottery Community Fund | 13/12/2005 | £298k | Prescribing Citizens Advice Project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TRUST FOR LONDON | 1 | £142k |
| THE ALBERT HUNT TRUST | 1 | £2k |
| THE HADFIELD CHARITABLE TRUST | 1 | £2k |
Charities like this
- ARUN AND CHICHESTER CITIZENS ADVICE BUREAU
- SCUNTHORPE AND DISTRICT CITIZENS ADVICE BUREAU
- PEMBROKESHIRE CITIZENS ADVICE BUREAU
- CITIZENS ADVICE DONCASTER BOROUGH
- BARNET CITIZENS ADVICE BUREAU
- EASTBOURNE CITIZENS ADVICE BUREAU
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CYNGOR AR BOPETH POWYS CITIZENS ADVICE BUREAU | £670k | — | — | unclear | — | no doubt |
| ARUN AND CHICHESTER CITIZENS ADVICE BUREAU | £6.1m | £60,001 - £70,000 | — | unclear | — | no doubt |
| SCUNTHORPE AND DISTRICT CITIZENS ADVICE BUREAU | £1.8m | £60,001 - £70,000 | 0 | unclear | — | no doubt |
| PEMBROKESHIRE CITIZENS ADVICE BUREAU | £819k | — | 0 | above | — | no doubt |
| CITIZENS ADVICE DONCASTER BOROUGH | £1.9m | — | 0 | above | — | no doubt |
| BARNET CITIZENS ADVICE BUREAU | £1.5m | — | — | above | — | no doubt |