CITIZENS ADVICE IN DORSET
To promote, support and advance the Citizens Advice Bureau in Dorset for the benefit of all the people in Dorset
Objects
The Charity’s objects are 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 England and Wales.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £41,759 for the year ended 31 March 2025, which was met by the General Reserve. The trustees note that the charity holds designated reserves for closure, development, and communications, leaving it in a sound position despite the deficit and the fixed-price nature of its major contract with Dorset Council.
What the accounts disclose
“Contracts and Grants Dorset Council (DC) - Advice Contract - 564,650”
“The trustees’ policy is to ensure that free monies (reserves) are available in each financial year to meet any foreseeable contingency.” — page 7
Policies the charity declares
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Paying staff
- Risk management
- Safeguarding vulnerable beneficiaries
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Government income: £995,672 — contracts £564,650 (1), grants £431,022 (6); 100% of the £995,819 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Government income: £919,012 — contracts £564,650 (1), grants £354,362 (7); 100% of the £919,162 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Government income: £797,585 — contracts £564,650 (1), grants £232,935 (5); 100% of the £797,748 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 06778548
Company officers (Companies House)
- LOGAN, Colin Andrew on trustee list
- SMYLLIE, James Stuart on trustee list
- BEARE, Stephen Peter on trustee list
- DAWSON, Stuart Charles on trustee list
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Colin Logan
- James Stuart Smyllie
- Stephen Beare
- Stuart Dawson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £996k | £1.0m |
| 31/03/2024 | £919k | £960k |
| 31/03/2023 | £798k | £855k |
| 31/03/2022 | £843k | £733k |
| 31/03/2021 | £640k | £649k |
Common questions
Is CITIZENS ADVICE IN DORSET financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £41,759 for the year ended 31 March 2025, which was met by the General Reserve. The trustees note that the charity holds designated reserves for closure, development, and communications, leaving it in a sound position despite the deficit and the fixed-price nature of its major contract with Dorset Council. Its FY2025 accounts were independently examined.
Who funds CITIZENS ADVICE IN DORSET?
Funders whose own accounts filings name CITIZENS ADVICE IN DORSET as a grant recipient include THE SALISBURY POOL CHARITY COMPRISING THE FIRST MOIETY ESTABLISHED BY CLAUSE 2 OF THE DEED OF DECLARATION DATED 23RD MARCH 1976.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE SALISBURY POOL CHARITY COMPRISING THE FIRST MOIETY ESTABLISHED BY CLAUSE 2 OF THE DEED OF DECLARATION DATED 23RD MARCH 1976 | FY2023 | £3k | Social welfare |
| THE SALISBURY POOL CHARITY COMPRISING THE FIRST MOIETY ESTABLISHED BY CLAUSE 2 OF THE DEED OF DECLARATION DATED 23RD MARCH 1976 | FY2022 | £3k | Social welfare |
| THE SALISBURY POOL CHARITY COMPRISING THE FIRST MOIETY ESTABLISHED BY CLAUSE 2 OF THE DEED OF DECLARATION DATED 23RD MARCH 1976 | FY2025 | £1k | Social welfare |
| THE SALISBURY POOL CHARITY COMPRISING THE FIRST MOIETY ESTABLISHED BY CLAUSE 2 OF THE DEED OF DECLARATION DATED 23RD MARCH 1976 | FY2024 | £500 | Social welfare |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 19/04/2013 | £343k | Connecting Advice In Dorset |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DORSET COMMUNITY FOUNDATION | 2 | £46k |
| QUARTET COMMUNITY FOUNDATION | 2 | £19k |
| THE ACCESS TO JUSTICE FOUNDATION | 1 | £141k |
| THE ALICE ELLEN COOPER-DEAN CHARITABLE FOUNDATION | 1 | £42k |
| THE VALENTINE CHARITABLE TRUST | 1 | £35k |
| TALBOT VILLAGE TRUST | 1 | £25k |
| THE ELIZABETH AND PRINCE ZAIGER TRUST | 1 | £20k |
| THE PHILIP AND CONNIE PHILLIPS FOUNDATION | 1 | £16k |
Charities like this
- CITIZENS ADVICE CENTRAL DORSET LIMITED
- CITIZENS ADVICE IN EAST DORSET AND PURBECK LTD
- CITIZENS ADVICE DONCASTER BOROUGH
- CITIZENS ADVICE COLCHESTER
- Citizens Advice Bournemouth, Christchurch and Poole
- BRIDPORT AND DISTRICT CITIZENS ADVICE BUREAU
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CITIZENS ADVICE IN DORSET | £996k | — | 0 | above | — | no doubt |
| CITIZENS ADVICE CENTRAL DORSET LIMITED | £1.4m | — | 0 | within | — | no doubt |
| CITIZENS ADVICE IN EAST DORSET AND PURBECK LTD | £1.3m | £60,001 - £70,000 | 1 | above | — | no doubt |
| CITIZENS ADVICE DONCASTER BOROUGH | £1.9m | — | 0 | above | — | no doubt |
| CITIZENS ADVICE COLCHESTER | £294k | — | 0 | unclear | — | no doubt |
| Citizens Advice Bournemouth, Christchurch and Poole | £1.4m | — | — | unclear | — | no doubt |