CITIZENS ADVICE SWANSEA NEATH PORT TALBOT LIMITED

Registered charity 518825 · accounts filings on the Charity Commission register · also known as SWANSEA CITIZENS ADVICE BUREAU, SWANSEA NEATH PORT TALBOT CITIZENS ADVICE BUREAU

Provision of free, independent, confidential and impartial advice service to the general public.

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £2,003 for the year ended 31 March 2025, with total reserves standing at £862,618. The trustees consider the position reasonable, noting that free unrestricted reserves of £770,916 represent approximately 5.75 months of budgeted expenditure, which aligns with their policy target of maintaining between four and six months' expenditure.

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

What the accounts disclose

Accounts audited by Bevan Buckland LLP. Discloses 5 of 6 completeness components.

Corporate structure

• Registered company of the charity Companies House 01702827

Leadership, per the charity’s website

• Caroline Newman — Chief Officer (source)
• Sonya Dougherty — Chair (source)
• Steve Jenkins — Vice Chair (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Swansea Council — “Funding Partners Welsh Government Swansea Council Neath Port Talbot Council Swansea Bay University Health Board National Lottery Communi…” (source page)
• Neath Port Talbot Council — “Funding Partners Welsh Government Swansea Council Neath Port Talbot Council Swansea Bay University Health Board National Lottery Communi…” (source page)
• Swansea Bay University Health Board — “Funding Partners Welsh Government Swansea Council Neath Port Talbot Council Swansea Bay University Health Board National Lottery Communi…” (source page)
• National Lottery Community Fund — “Funding Partners Welsh Government Swansea Council Neath Port Talbot Council Swansea Bay University Health Board National Lottery Communi…” (source page)
• Independent Age — “Funding Partners Welsh Government Swansea Council Neath Port Talbot Council Swansea Bay University Health Board National Lottery Communi…” (source page)
• West Glamorgan Regional Partnership — “Funding Partners Welsh Government Swansea Council Neath Port Talbot Council Swansea Bay University Health Board National Lottery Communi…” (source page)
• Regional Integration Fund — “The service is funded by Regional Integration Fund and managed by West Glamorgan Regional Partnership.” (source page)

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.

• ROBERTS, Reginald Jonathan — director, appointed 01/10/2025on trustee list
• MAMHENDE, Kimberley Tariro — director, appointed 01/10/2025on trustee list
• HAYES, Jonathon — director, appointed 01/10/2025on trustee list
• DAVIES, Charlotte — director, appointed 01/10/2025on trustee list
• JENKINS, Stephen Mark — director, appointed 24/04/2024on trustee list
• HOLLAND, Victoria — director, appointed 24/04/2024on trustee list
• MONK, Gemma Louise — director, appointed 08/03/2024on trustee list
• DOUGHERTY, Sonya Margaret — director, appointed 28/04/2021on trustee list
• SPARKES, Nita — director, appointed 28/09/2020on trustee list
• LEE, Geoffrey — director, appointed 28/09/2020on trustee list

Official officers record.

Public-sector contracts awarded

From the official Contracts Finder and Find a Tender notices (supplier matched by exact registered name). Contract income is distinct from grants.

Public profiles (found on the charity’s own website): facebook

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

Reported reserves equal ~7.0 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (98% 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).

Register events

• Received assets from another charity (01/11/2012) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Sonya Margaret Doughertychair
• Charlotte Davies
• Gemma Louise Monk
• Geoffrey Lee
• Jonathon Hayes
• Kimberley Tariro Mamhende
• Nita Sparkes
• Reginald Jonathan Roberts
• Stephen Mark Jenkins
• Victoria Holland · trustee of 1 other charity

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

Operates in: City Of Swansea · Neath Port Talbot

Income and spending

Common questions

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 BUREAU IN SWALE.

• CITIZENS ADVICE BUREAU IN SWALE income £531k
• Citizens Advice South West Surrey income £1.4m
• BATH AND DISTRICT CITIZENS ADVICE BUREAU income £996k
• CITIZENS ADVICE COLCHESTER income £294k
• Swansea Bay University LHB Charitable Fund and Other Related Charities income £1.4m
• MID SUFFOLK CITIZENS ADVICE BUREAU income £332k

Side by side with its peers

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