CITIZENS ADVICE SOUTH WARWICKSHIRE

Registered charity 1106631 · accounts filings on the Charity Commission register · also known as WARWICK DISTRICT CITIZENS ADVICE BUREAU

Advice, information and support (which is quality-assured) to individuals in South Warwickshire who seek help in all areas of social welfare law, including benefits, debt, housing, employment and discrimination.Influencing social policies and challenging unfair practice.

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

Latest income
£1.1m
Latest spending
£1.1m
Registered
2004
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £56,367 for the year ended 31 March 2025, with total unrestricted reserves of £415,215. The trustees determined that free reserves should be maintained between 3 and 6 months of normal operating expenditure, and the current level of £415,000 represents approximately 5 months of expenditure. The auditor confirmed that the going concern basis of accounting is appropriate with no material uncertainties identified.

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

What the accounts disclose

Reserves policy: three to six months of normal operating expenditure (held: £415k)
“the Trustees have determined that 'free' reserves should be maintained of between 3 and 6 months normal operating expenditure.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Burgis & Bullock. Discloses 5 of 6 completeness components.

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

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

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

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

Total income
£1.1m
Total spending
£1.1m
Reserves (reported)
£415k
Employees
21

Reported reserves equal ~4.7 months of spending — below the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (95% 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).

Register events

Trustees · trustee networks

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

Operates in: Warwickshire

Income and spending

Financial year endIncomeSpending
31/03/2025£1.1m£1.1m
31/03/2024£1.2m£1.1m
31/03/2023£882k£1.1m
31/03/2022£1.3m£994k
31/03/2021£959k£918k

Common questions

Is CITIZENS ADVICE SOUTH WARWICKSHIRE financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a surplus of £56,367 for the year ended 31 March 2025, with total unrestricted reserves of £415,215. The trustees determined that free reserves should be maintained between 3 and 6 months of normal operating expenditure, and the current level of £415,000 represents approximately 5 months of expenditure. The auditor confirmed that the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Burgis & Bullock.

Who funds CITIZENS ADVICE SOUTH WARWICKSHIRE?

Funders whose own accounts filings name CITIZENS ADVICE SOUTH WARWICKSHIRE as a grant recipient include STRATFORD-UPON-AVON TOWN TRUST, THE KING HENRY VIII ENDOWED TRUST, WARWICK, MUNICIPAL CHARITIES OF STRATFORD-UPON-AVON, THE NORTON FOUNDATION, MISSES BARRIE CHARITABLE TRUST.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
STRATFORD-UPON-AVON TOWN TRUSTFY2022£121kCore funding & management support
STRATFORD-UPON-AVON TOWN TRUSTFY2023£89kcore funding and management support
STRATFORD-UPON-AVON TOWN TRUSTFY2021£63kfrontline support
THE KING HENRY VIII ENDOWED TRUST, WARWICKFY2025£22kTown Share Grant
THE KING HENRY VIII ENDOWED TRUST, WARWICKFY2022£22k
THE KING HENRY VIII ENDOWED TRUST, WARWICKFY2024£21k
THE KING HENRY VIII ENDOWED TRUST, WARWICKFY2021£20k
THE KING HENRY VIII ENDOWED TRUST, WARWICKFY2023£20kTown Share Grant
MUNICIPAL CHARITIES OF STRATFORD-UPON-AVONFY2024£12kHardship grants to individuals
THE NORTON FOUNDATIONFY2022£11kEducational programmes
MISSES BARRIE CHARITABLE TRUSTFY2022£3k
THE NORTON FOUNDATIONFY2023£800Block discretionary grant to sponsor
THE NORTON FOUNDATIONFY2024£800Block discretionary grant to sponsor
THE NORTON FOUNDATIONFY2025£600Block discretionary grant

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Community Fund02/02/2024£9kBuilding Digital Resilience
The National Lottery Community Fund19/08/2022£9kTransformation ICT

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 SOUTH GLOUCESTERSHIRE.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
CITIZENS ADVICE SOUTH WARWICKSHIRE£1.1m—0within—no doubt
CITIZENS ADVICE SOUTH GLOUCESTERSHIRE FY2025£964k—0within—no doubt
CITIZENS ADVICE CAERPHILLY BLAENAU GWENT FY2025£6.8m——unclear—no doubt
CITIZENS ADVICE IN WEST SUSSEX (NORTH, SOUTH, EAST) FY2025£2.7m—0below—no doubt
WILTSHIRE CITIZENS ADVICE FY2025£1.6m—0unclear—no doubt
Citizens Advice South West Surrey FY2025£1.4m—0below—no doubt

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