STOCKTON AND DISTRICT ADVICE AND INFORMATION SERVICE
PROVISION OF FREE, CONFIDENTIAL, INDEPENDENT AND IMPARTIAL ADVICE, INFORMATION AND COUNSEL FOR MEMBERS OF THE PUBLIC.
Objects
THE CHARITY`S OBJECTS ARE 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 PARTICULARLY, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN STOCKTON-ON-TEES AND SURROUNDING AREAS
Financial health, per its FY2025 accounts
The accounts state that the charity generated a surplus of £24,910 for the year ended 31 March 2025, with total income of £1,563,754 and net assets increasing to £561,750. Per the trustees' report, unrestricted reserves of £440,412 are maintained within the stated policy target of 3 to 6 months of expenditure, and the auditor confirmed no material uncertainties regarding going concern.
What the accounts disclose
“Charitable activities 4 277,131 1,264,853 1,541,984” — page 12
“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between 3 and 6 month’s expenditure.” — page 5
“Ann McCoy, trustee, is a representative of Stockton Borough Council. During the year the company received funding from Stockton Borough Council, however, safeguards were in place to ensure Mrs McCoy had no control over the distribution of such funds.” — page 31
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
- Engaging external speakers at charity events policy and procedures
- 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
- 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
What the charity says about itself (2024-25)
“In total, our work helped secure over £16 million in financial outcomes for local people this year.”
“58,000+ detailed advice issues recorded for local residents”
“£46.7m Total value to society delivered in 2024/25”
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Jennifer Hagan
- Jonathan Carling
- Stuart Basford
- Susan Symmonds
- Thomas Fred Gittins
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.6m | £1.5m |
| 31/03/2024 | £1.2m | £1.2m |
| 31/03/2023 | £933k | £905k |
| 31/03/2022 | £1.3m | £1.2m |
| 31/03/2021 | £1.2m | £1.1m |
Common questions
Is STOCKTON AND DISTRICT ADVICE AND INFORMATION SERVICE financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a surplus of £24,910 for the year ended 31 March 2025, with total income of £1,563,754 and net assets increasing to £561,750. Per the trustees' report, unrestricted reserves of £440,412 are maintained within the stated policy target of 3 to 6 months of expenditure, and the auditor confirmed no material uncertainties regarding going concern. Its FY2025 accounts were audited by Allen Sykes Limited.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 17/12/2025 | £392k | Sustaining Community Services to Reduce Poverty and Improve Health in Stockton |
| The National Lottery Community Fund | 23/01/2025 | £20k | Digital Advice in Stockton |
| UK government | 01/03/2024 | £103k | Stockton and District Advice and Information Service |
| The National Lottery Community Fund | 21/12/2022 | £490k | Reducing child poverty in the North East |
| The National Lottery Community Fund | 22/09/2021 | £159k | Adapting to Change |
| The National Lottery Community Fund | 03/03/2016 | £496k | Give us a Break |
| The National Lottery Community Fund | 11/05/2011 | £487k | The Cabin |
| The National Lottery Community Fund | 03/12/2009 | £10k | The Cabin Youth Advice Service |
| The National Lottery Community Fund | 30/05/2007 | £245k | Youth Advice Service |
| The National Lottery Community Fund | 18/02/2005 | £58k | Outreach/refugee service |
| Northern Rock Foundation | 08/07/2003 | £61k | Grant awarded to Stockton and District Advice and Information Service (Tees Valley) |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MOHN WESTLAKE FOUNDATION | 1 | £1.0m |
| THE HEALTH FOUNDATION | 1 | £496k |
| THE NUFFIELD FOUNDATION | 1 | £382k |
| THE PEARS FAMILY CHARITABLE FOUNDATION | 1 | £300k |
| THE ACCESS TO JUSTICE FOUNDATION | 1 | £156k |
| JOHN ELLERMAN FOUNDATION | 1 | £150k |
| THE DULVERTON TRUST | 1 | £145k |
| THE THREE GUINEAS TRUST | 1 | £98k |
Charities like this
- SCUNTHORPE AND DISTRICT CITIZENS ADVICE BUREAU
- STEVENAGE CITIZENS ADVICE BUREAU
- RUSHMOOR CITIZENS ADVICE BUREAUX
- DIAL BARNSLEY
- FULL FACT
- CAMDEN CITIZENS ADVICE BUREAUX SERVICE LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| STOCKTON AND DISTRICT ADVICE AND INFORMATION SERVICE | £1.6m | — | 0 | within | — | no doubt |
| SCUNTHORPE AND DISTRICT CITIZENS ADVICE BUREAU | £1.8m | £60,001 - £70,000 | 0 | unclear | — | no doubt |
| STEVENAGE CITIZENS ADVICE BUREAU | £2.3m | — | 0 | unclear | — | no doubt |
| RUSHMOOR CITIZENS ADVICE BUREAUX | £1.3m | — | 0 | above | — | no doubt |
| DIAL BARNSLEY | £538k | — | 0 | above | — | no doubt |
| FULL FACT | £2.9m | — | — | within | — | no doubt |