CITIZENS ADVICE ALLERDALE

Registered charity 1097260 · accounts filings on the Charity Commission register · also known as ALLERDALE CITIZENS ADVICE BUREAU

Citizens Advice Allerdale helps people resolve their legal, money and other problems by providing free, independent and confidential advice, and by influencing policymakers.

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

Latest income
£661k
Latest spending
£656k
Registered
2003
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £4,468 for the year ended 31 March 2025, reversing a deficit from the previous year. Free reserves stood at £206,923, which is above the trustees' stated reserves policy target of £160,000. However, the trustees noted that changes to funders' financial stability in an uncertain economic environment could affect their confidence in the charity's future.

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

What the accounts disclose

Reserves policy: £160,000 (held: £207k)
“The Trustees review our Reserves Policy annually and this is currently set at £160,000.” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Going concern: noted by the trustees or auditor
“Whilst the trustees are confident that we remain a going concern in that our funders continue to value our service, changes to their financial stability given the uncertain political and economic environment could affect that confidence.” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Pension scheme deficit: £963
“The provision is from an actuarial valuation given by TPT Retirement Solutions - The Growth Plan as at 31 March 2025. The scheme is classified as a 'last man standing arrangement'. Therefore the charity is potentially liable for other participating employers' obligations if those employers are unable to meet their share of the scheme deficit following withdrawal from the scheme.” — page 29
Per its FY2025 accounts as filed with the Charity Commission.

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

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

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

Total income
£661k
Total spending
£656k
Reserves (reported)
£244k
Employees
20

Reported reserves equal ~4.5 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 (94% 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).

Trustees · trustee networks

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

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
31/03/2025£661k£656k
31/03/2024£590k£648k
31/03/2023£612k£560k
31/03/2022£574k£522k
31/03/2021£548k£528k

Common questions

Is CITIZENS ADVICE ALLERDALE financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a surplus of £4,468 for the year ended 31 March 2025, reversing a deficit from the previous year. Free reserves stood at £206,923, which is above the trustees' stated reserves policy target of £160,000. However, the trustees noted that changes to funders' financial stability in an uncertain economic environment could affect their confidence in the charity's future. Its FY2025 accounts were independently examined.

Who funds CITIZENS ADVICE ALLERDALE?

Funders whose own accounts filings name CITIZENS ADVICE ALLERDALE as a grant recipient include THE ACCESS TO JUSTICE FOUNDATION, THE HADFIELD CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE ACCESS TO JUSTICE FOUNDATIONFY2022£15k
THE HADFIELD CHARITABLE TRUSTFY2022£5kSocial Needs
THE HADFIELD CHARITABLE TRUSTFY2025£4kSocial Needs
THE HADFIELD CHARITABLE TRUSTFY2024£4k

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Community Fund11/08/2025£20kCore Services volunteer recruitment training & support
The National Lottery Community Fund29/04/2024£20kCore Services; volunteer recruitment; training & support
The National Lottery Community Fund21/02/2024£473kBenefits Advice Cumberland
The National Lottery Community Fund24/02/2023£10kCore services; Volunteer Recruitment & Training
The National Lottery Community Fund06/08/2021£10kCore services
The National Lottery Community Fund22/05/2020£10kCitizens Advice Allerdale Covid-19 response project
Northern Rock Foundation08/10/2007£134kGrant awarded to Citizens' Advice Allerdale (Cumbria)
Northern Rock Foundation18/03/2003£50kGrant awarded to Citizens' Advice Allerdale (Cumbria)
Northern Rock Foundation09/06/1998£30kGrant awarded to Citizens' Advice Allerdale (North West)

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 1066.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
CITIZENS ADVICE ALLERDALE£661k—0above—noted
CITIZENS ADVICE 1066 FY2025£1.4m—0above—no doubt
CARLISLE AND EDEN DISTRICTS CITIZENS ADVICE BUREAU FY2025£967k—0above—no doubt
LEWES DISTRICT CITIZENS ADVICE BUREAU FY2025£521k—0unclear—no doubt
CITIZENS ADVICE GATESHEAD FY2025£7.2m——below—no doubt
NORFOLK CITIZENS ADVICE FY2025£1.9m—0unclear—no doubt

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