CITIZENS ADVICE WORCESTER AND HEREFORDSHIRE
Registered charity 1128497 · accounts filings on the Charity Commission register · also known as WORCESTER CITIZENS ADVICE BUREAU AND WHABAC
Advice services to the public through the provision of a Citizens Advice Bureau Service including additional projects targeted at specific groups and the provision of legal help in areas of social welfare law for those eligible. We also provide housing related support services to vulnerable client groups and practical assistance to the single homeless to secure and retain suitable accommodation
Causes: The Prevention Or Relief Of Poverty · Accommodation/housing · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that total incoming resources increased slightly to £2,235,488, resulting in a net income of £122,531. The charity holds unrestricted funds of £1,571,615, which the trustees consider sufficient to meet commitments while securing alternative income sources. However, the trustees note that the future financial position remains challenging due to uncertainties surrounding the renewal of key project grants and reductions in core funding from local authorities.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Largest income source: Worcester Municipal Charities CIO (49% of income)
“One of the largest single source of funding was the grant from Worcester Municipal Charities ClO of £205,865 (2024: £192,938).” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: three to six months' operational expenditure (held: £1.6m)
“It has established a policy that the unrestricted funds not committed, or invested in tangible fixed assets held by the Charity should be between 3 and 6 months’ operational expenditure.” — page 11
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Worcester Municipal Charities CIO provided rent-free/reduced-rent premises valued at £36,755 and grants of £205,865. Trustees Paul Griffith and Geraint Thomas are also trustees of Worcester Municipal Charities.
“During the year Worcester Municipal Charities ClO provided the use of properties for no or reduced rental value to the charity. The value of the donated rent is £36,755 (2024: £46,240) for the portion of the building used by the charity. Worcester Municipal Charities ClO also provided grants of £205,865 (2024: £192,938) towards the general core services of the charity. Paul Griffith a Trustee of the charity and Geraint Thomas the Chief Officer and Company Secretary are also trustees of Worcester Municipal Charities.” — page 40
“Several properties are managed by Citizens Advice Worcester and Herefordshire on behalf of Worcester Municipal Charities ClO. The charity collected total rent on behalf of Worcester Municipal Charities ClO of £426,074 (2024: £403,315). The charity retained a Management Charge of 15% of the rent received £63,911 (inclusive of VAT) (2024: £60,637)” — page 40
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The charity manages properties on behalf of Worcester Municipal Charities CIO, retaining a 15% management charge of £63,911.
“During the year Worcester Municipal Charities ClO provided the use of properties for no or reduced rental value to the charity. The value of the donated rent is £36,755 (2024: £46,240) for the portion of the building used by the charity. Worcester Municipal Charities ClO also provided grants of £205,865 (2024: £192,938) towards the general core services of the charity. Paul Griffith a Trustee of the charity and Geraint Thomas the Chief Officer and Company Secretary are also trustees of Worcester Municipal Charities.” — page 40
“Several properties are managed by Citizens Advice Worcester and Herefordshire on behalf of Worcester Municipal Charities ClO. The charity collected total rent on behalf of Worcester Municipal Charities ClO of £426,074 (2024: £403,315). The charity retained a Management Charge of 15% of the rent received £63,911 (inclusive of VAT) (2024: £60,637)” — page 40
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Richards Sandy Audit Services Limited. Discloses 5 of 6 completeness components.
What the charity says about itself (2020-2021)
From its own voluntary annual review / impact report — the charity’s account of its work, distinct from the statutory accounts analysed above.
The report covers the year ended 31 March 2021, stated as '2020-2021' in the title and throughout the text.
“By the end of the year 24,743 telephone calls had been made accounting for 66 per cent of all client contacts.”
Specific number of clients helped with Universal Credit claims via the 'Help to Claim' service.
“1355 clients claiming Universal Credit received advice and assistance making their claim through the ‘Help to Claim’ service funded by the Department for Work and Pensions.”
Financial gains achieved for students receiving welfare benefits advice.
“Student volunteers from The University of Worcester Law School provided specialist advice and assistance on welfare benefits to 131 clients resulting in financial gains of over £750,000.”
Number of clients helped with housing casework at the county court.
“Between October 2020 and March 2021, 61 individuals received help with housing casework at the county court from our lottery funded caseworker and law student volunteers.”
Structured financials (annual return, FY ending 31/03/2025)
Reported reserves equal ~5.5 months of spending — above the median for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (67% 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).
Trustee list from the Charity Commission register (current, not historical).
Operates in: Herefordshire · Worcestershire
Income and spending
Common questions
Is CITIZENS ADVICE WORCESTER AND HEREFORDSHIRE financially healthy?
Per its FY2025 accounts: The accounts state that total incoming resources increased slightly to £2,235,488, resulting in a net income of £122,531. The charity holds unrestricted funds of £1,571,615, which the trustees consider sufficient to meet commitments while securing alternative income sources. However, the trustees note that the future financial position remains challenging due to uncertainties surrounding the renewal of key project grants and reductions in core funding from local authorities. Its FY2025 accounts were audited by Richards Sandy Audit Services Limited.
Who funds CITIZENS ADVICE WORCESTER AND HEREFORDSHIRE?
Funders whose own accounts filings name CITIZENS ADVICE WORCESTER AND HEREFORDSHIRE as a grant recipient include THE ACCESS TO JUSTICE FOUNDATION, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST NICHOLAS & ALL SAINT'S WORCESTER, JOHN MARTIN'S CHARITY.
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 CITIZENS ADVICE IN EAST DORSET AND PURBECK LTD.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.