RUTLAND CITIZENS ADVICE BUREAU

Registered charity 1107907 · accounts filings on the Charity Commission register

Rutland Citizens Advice Bureau helps people resolve their legal, money and other problems by providing information and advice, and by influencing policymakers.

Objects

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 RUTLAND AND SURROUNDING AREAS

Area of benefit: RUTLAND AND THE SURROUNDING AREAS

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Economic/community Development/employment · Human Rights/religious Or Racial Harmony/equality Or Diversity · website · Get email alerts

Registered contact address: Rutland, East Midlands, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity ended the year with a small deficit of £3,612, having begun with a planned budgetary deficit of £61,515. Per the trustees' report, free reserves stood at £183,507, which is above the stated policy target of £125,000 and would cover approximately nine months of operational costs. The trustees note that the charity is dependent on a small number of fund sources and face uncertainty regarding future funding from Rutland County Council.

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

What the accounts disclose

Accounts independently examined (not a full audit). 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.

• 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
• Investment
• 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)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 20/02/2024, 20 days after the 31/01/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

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

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

Structured financials (annual return, FY ending 31/03/2022)

Reported reserves equal ~2.8 months of spending — below the median for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (92% 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: 5.6% of total income — above the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• Elizabeth Cooperchair
• Barbara Coulson
• Christopher Charles Mortlock · trustee of 1 other charity
• Margaret Susan Jarron
• Nicola Bateman
• Richard Gill

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

Operates in: Rutland

Income and spending

Common questions

Known funders

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

Government & lottery funding

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

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 LUTON CITIZENS ADVICE BUREAU.

• LUTON CITIZENS ADVICE BUREAU income £726k
• HALTON CITIZENS ADVICE BUREAU income £1.2m
• BRIDPORT AND DISTRICT CITIZENS ADVICE BUREAU income £292k
• BATH AND DISTRICT CITIZENS ADVICE BUREAU income £996k
• WELWYN HATFIELD CITIZENS ADVICE BUREAU LIMITED income £526k
• EXETER CITIZENS ADVICE BUREAU income £527k

Side by side with its peers

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