STOCKTON AND DISTRICT ADVICE AND INFORMATION SERVICE

Registered charity 1105391 · accounts filings on the Charity Commission register · also known as STOCKTON CITIZENS ADVICE BUREAU STOCKTON CAB

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

Area of benefit: (SEE OBJECTS)

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

Latest income
£1.6m
Latest spending
£1.5m
Registered
2004
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Charitable activities (81% of income)
“Charitable activities 4 277,131 1,264,853 1,541,984” — page 12
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: between 3 and 6 months of expenditure (held: £440k)
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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.
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Allen Sykes Limited. 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.

What the charity says about itself (2024-25)

From its own voluntary annual review / impact report — the charity’s account of its work, distinct from the statutory accounts analysed above.

The report states that the charity's work helped secure over £16 million in financial outcomes for local people in the 2024-25 period.
“In total, our work helped secure over £16 million in financial outcomes for local people this year.”
The report records 58,000+ detailed advice issues recorded for local residents during the 2024-25 period.
“58,000+ detailed advice issues recorded for local residents”
The report claims a total value of £46.7m to society was delivered in 2024/25, based on data from Casebook.
“£46.7m Total value to society delivered in 2024/25”

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

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

Total income
£1.6m
Total spending
£1.5m
Reserves (reported)
£440k
Employees
38

Reported reserves equal ~3.4 months of spending — below the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (99% 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 (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
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

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

FunderDateAmountPurpose
The National Lottery Community Fund17/12/2025£392kSustaining Community Services to Reduce Poverty and Improve Health in Stockton
The National Lottery Community Fund23/01/2025£20kDigital Advice in Stockton
UK government01/03/2024£103kStockton and District Advice and Information Service
The National Lottery Community Fund21/12/2022£490kReducing child poverty in the North East
The National Lottery Community Fund22/09/2021£159kAdapting to Change
The National Lottery Community Fund03/03/2016£496kGive us a Break
The National Lottery Community Fund11/05/2011£487kThe Cabin
The National Lottery Community Fund03/12/2009£10kThe Cabin Youth Advice Service
The National Lottery Community Fund30/05/2007£245kYouth Advice Service
The National Lottery Community Fund18/02/2005£58kOutreach/refugee service
Northern Rock Foundation08/07/2003£61kGrant awarded to Stockton and District Advice and Information Service (Tees Valley)

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 SCUNTHORPE AND DISTRICT CITIZENS ADVICE BUREAU.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
STOCKTON AND DISTRICT ADVICE AND INFORMATION SERVICE£1.6m—0within—no doubt
SCUNTHORPE AND DISTRICT CITIZENS ADVICE BUREAU FY2025£1.8m£60,001 - £70,0000unclear—no doubt
STEVENAGE CITIZENS ADVICE BUREAU FY2025£2.3m—0unclear—no doubt
RUSHMOOR CITIZENS ADVICE BUREAUX FY2025£1.3m—0above—no doubt
DIAL BARNSLEY FY2025£538k—0above—no doubt
FULL FACT FY2024£2.9m——within—no doubt

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