CITIZENS ADVICE NEW FOREST
Advice Agency
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £31,756 for the year ended 31 March 2025, with total funds decreasing from £325,461 to £293,705. The trustees confirmed the charity is a going concern, noting that free reserves of £232,144 and future fundraising plans secure its immediate future. The trustees' reserves policy requires £208,000 to maintain services, which is below the actual free reserves held.
What the accounts disclose
“Total Income 269,249 477,989 747,238 649,786” — page 14
“During the year the Trustees assessed the risks associated with maintaining the existing client services and determined that reserves of £208,000 were required to maintain these services for the foreseeable future.” — page 10
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (17/11/2011)
- Received assets from another charity (27/09/2011)
- Received assets from another charity (06/09/2011)
Trustees
- Joseph Jeremy Ogdenchair
- ANTHONY SHEPHERD
- David McCartney
- Douglas William Brown
- Dr DIANNA SMITH
- Eden Francis Phillips
- Frances Harriet Turner
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £747k | £779k |
| 31/03/2024 | £650k | £651k |
| 31/03/2023 | £499k | £522k |
| 31/03/2022 | £447k | £428k |
| 31/03/2021 | £429k | £283k |
Common questions
Is CITIZENS ADVICE NEW FOREST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £31,756 for the year ended 31 March 2025, with total funds decreasing from £325,461 to £293,705. The trustees confirmed the charity is a going concern, noting that free reserves of £232,144 and future fundraising plans secure its immediate future. The trustees' reserves policy requires £208,000 to maintain services, which is below the actual free reserves held. Its FY2025 accounts were independently examined.
Who funds CITIZENS ADVICE NEW FOREST?
Funders whose own accounts filings name CITIZENS ADVICE NEW FOREST as a grant recipient include THE WYNDHAM CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE WYNDHAM CHARITABLE TRUST | FY2025 | £1k | |
| THE WYNDHAM CHARITABLE TRUST | FY2023 | £1k | |
| THE WYNDHAM CHARITABLE TRUST | FY2024 | £1k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 07/11/2025 | £898k | Debt Advice and Money Management Coaching for Vulnerable Clients in Hampshire |