MERTHYR TYDFIL CITIZENS ADVICE BUREAU

Registered charity 1126473 · accounts filings on the Charity Commission register

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Financial health, per its FY2025 accounts

The accounts state that the charity remained financially stable at year-end with unrestricted reserves of £494,414, which are in excess of the stated policy target of £443,750. Total incoming resources increased to £1,512,773, and the trustees confirmed that no material uncertainties exist regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Accounts audited by Baker Knoyle Audit Limited. Discloses 4 of 6 completeness components.

Corporate structure

• Registered company of the charity Companies House 06654115 · Financial health read from its filings

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• TAYLOR, Steve — director, appointed 21/01/2026on trustee list
• HARRISON, Mark — director, appointed 10/12/2024on trustee list
• CUNNINGHAM, Linda — director, appointed 10/12/2024on trustee list
• DAVIES, Beverley Ann — director, appointed 11/07/2023on trustee list
• THOMAS, Colin — director, appointed 21/09/2022on trustee list
• DAVIES, Alyson — director, appointed 07/07/2021on trustee list
• HEGGIE, Brian Albert — director, appointed 29/01/2013on trustee list
• WILLIAMS, Vernon Keith — director, appointed 23/07/2008on trustee list
• HOWELL-MORGAN, Lisa — secretary, appointed 30/09/2019

Official officers record.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £95k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

Reported reserves equal ~3.7 months of spending — below the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (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: 1.3% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• Alyson Davies · trustee of 3 other charities
• BRIAN ALBERT HEGGIE
• Beverley Ann Davies
• COLIN THOMAS · trustee of 1 other charity
• KEITH WILLIAMS
• Linda Cunningham
• Mark Harrison
• Steve Taylor
• Victoria Winckler

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

Operates in: Merthyr Tydfil

Income and spending

Common questions

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 VOLUNTARY ACTION MERTHYR TYDFIL.

• VOLUNTARY ACTION MERTHYR TYDFIL income £1.1m
• CARDIFF AND VALE CITIZENS ADVICE BUREAU income £4.9m
• TADLEY AND DISTRICT CITIZENS ADVICE BUREAU income £270k
• CITIZENS ADVICE SWANSEA NEATH PORT TALBOT LIMITED income £1.4m
• HAMMERSMITH AND FULHAM CITIZENS ADVICE BUREAUX SERVICE income £1.7m
• SAFER MERTHYR TYDFIL LIMITED income £2.8m

Side by side with its peers

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