CARLISLE AND EDEN DISTRICTS CITIZENS ADVICE BUREAU
The charity provides free, independent, confidential and impartial advice to everyone within the districts of Carlisle and Eden and the surrounding areas on their rights and responsibilities.
Objects
Objects4. The charity’s objects (‘Objects’) are specifically: 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 Carlisle and Eden districts and surrounding areas.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves of £733,995 exceed the trustees' stated prudent target of eight months' operational expenditure (£637,835). The charity reports no material uncertainties regarding its ability to continue as a going concern, although trustees note ongoing financial uncertainty due to funding short-termism and inflation.
What the accounts disclose
“CACE is a member of Citizens Advice, the operating name of the National Association of Citizens Advice Bureaux, which provides a framework for standards of advice and casework management as well as monitoring performance against these standards. Operating policies are independently determined by the Trustee Board of CACE in order to fulfil its charitable objects and comply with the national membership requirements.” — page 10
“The only exception being that Cumberland Council had nominated one member to serve on the Trustee Board. No other persons or bodies external to the charity were entitled to appoint persons to the Trustee Board.”
“CACE is a member of Citizens Advice, the operating name of the National Association of Citizens Advice Bureaux, which provides a framework for standards of advice and casework management as well as monitoring performance against these standards. Operating policies are independently determined by the Trustee Board of CACE in order to fulfil its charitable objects and comply with the national membership requirements.” — page 10
“The only exception being that Cumberland Council had nominated one member to serve on the Trustee Board. No other persons or bodies external to the charity were entitled to appoint persons to the Trustee Board.”
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
- 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
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (05/07/2012)
Trustees
- Andrew Abernethy
- Andrew John Setters
- Christine Weaving
- Cllr Jeanette Maria Whalen
- Jane Vickers
- Katie Feltham
- Paul Forster
- Stephen Peter Smith
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £967k | £957k |
| 31/03/2024 | £878k | £856k |
| 31/03/2023 | £790k | £687k |
| 31/03/2022 | £584k | £495k |
| 31/03/2021 | £563k | £469k |
Common questions
Is CARLISLE AND EDEN DISTRICTS CITIZENS ADVICE BUREAU financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves of £733,995 exceed the trustees' stated prudent target of eight months' operational expenditure (£637,835). The charity reports no material uncertainties regarding its ability to continue as a going concern, although trustees note ongoing financial uncertainty due to funding short-termism and inflation. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 10/04/2025 | £20k | CACE OUTREACH PROJECT |
| Community Foundation North East | 06/06/2024 | £5k | Grant to Carlisle & Eden Districts CAB |
| Community Foundation North East | 15/10/2018 | £2k | IT equipment for delivering advice |
| Northern Rock Foundation | 05/10/2004 | £80k | Grant awarded to Carlisle and District Citizens Advice Bureau (Cumbria) |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ACCESS TO JUSTICE FOUNDATION | 3 | £281k |
| THE HADFIELD CHARITABLE TRUST | 2 | £18k |
| NEWCASTLE UPON TYNE HOSPITALS NHS CHARITY | 1 | £307k |
| THE THREE GUINEAS TRUST | 1 | £148k |
| THE MRS L D ROPE THIRD CHARITABLE SETTLEMENT | 1 | £35k |
| THE SIR JAMES KNOTT TRUST | 1 | £25k |
| THE SUSSEX COMMUNITY FOUNDATION | 1 | £10k |
Charities like this
- IPSWICH AND DISTRICT CITIZENS ADVICE BUREAU
- CITIZENS ADVICE ALLERDALE
- CITIZENS ADVICE GATESHEAD
- Carer Support Eden
- Citizens Advice East Lancashire
- CITIZENS ADVICE 1066
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CARLISLE AND EDEN DISTRICTS CITIZENS ADVICE BUREAU | £967k | — | 0 | above | — | no doubt |
| IPSWICH AND DISTRICT CITIZENS ADVICE BUREAU | £952k | — | 0 | below | — | no doubt |
| CITIZENS ADVICE ALLERDALE | £661k | — | 0 | above | — | noted |
| CITIZENS ADVICE GATESHEAD | £7.2m | — | — | below | — | no doubt |
| Carer Support Eden | £542k | — | 0 | unclear | — | no doubt |
| Citizens Advice East Lancashire | £1.7m | — | 0 | unclear | — | no doubt |