BritDB

CCEW Charity Commission profile

CITIZENS ADVICE SOUTH GLOUCESTERSHIRE

Registered charity 1037480 · organisation 1037480

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
13 May 1994
Removed
Not supplied
Company number supplied
02715290
Financial period
1 April 2024 – 31 March 2025
Latest income
£963,612
Latest expenditure
£861,629
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Unit 1 Badminton Court, Station Road, Yate, Bristol, BS37 5HZ

Website recorded by the regulator: www.southgloscab.org.uk (displayed as text)

02 Activities

What the charity does

The Charity's objects are to promote any charitable purpose for the benefit of the community in South Gloucestershire and surrounding areas by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
7 January 2026
Date Accounts Received
7 January 2026
Total Gross Income
£963,612
Total Gross Expenditure
£861,629
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
26 September 2024
Date Accounts Received
26 September 2024
Total Gross Income
£827,769
Total Gross Expenditure
£817,791
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
13 December 2023
Date Accounts Received
13 December 2023
Total Gross Income
£498,765
Total Gross Expenditure
£576,992
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
11 November 2022
Date Accounts Received
11 November 2022
Total Gross Income
£560,517
Total Gross Expenditure
£545,175
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
17 November 2021
Date Accounts Received
17 November 2021
Total Gross Income
£540,537
Total Gross Expenditure
£471,802

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
7 January 2026
Total Gross Income
£963,612
Total Gross Expenditure
£861,629
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£23
Income From Government Contracts
279484
Income From Government Grants
£39,337
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
20
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
26 September 2024
Total Gross Income
£827,769
Total Gross Expenditure
£817,791
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£23
Income From Government Contracts
410207
Income From Government Grants
£381,133
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
25
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
13 December 2023
Total Gross Income
£498,765
Total Gross Expenditure
£576,992
Grant Making Is Main Activity
No
Count Govt Contracts
1
Count Govt Grants
£4
Income From Government Contracts
193806
Income From Government Grants
£40,729
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
25
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
11 November 2022
Total Gross Income
£560,517
Total Gross Expenditure
£545,175
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
1
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£6
Income From Government Contracts
295194
Income From Government Grants
£60,768
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
25
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
17 November 2021
Total Gross Income
£540,537
Total Gross Expenditure
£471,802
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
1
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£4
Income From Government Contracts
270923
Income From Government Grants
£28,590
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
25

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
7 January 2026
Income Donations And Legacies
14641
Income Other Trading Activities
30076
Income Charitable Activities
914416
Income Investments
1428
Income Other
3051
Income Total Income And Endowments
963612
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,851
Expenditure Charitable Expenditure
£855,927
Expenditure Other
3851
Expenditure Total
861629
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
4321
Expenditure Support Costs
10606
Expenditure Depreciation
5537
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£407,004
Assets Total Fixed
390448
Assets Own Use
390448
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£325,319
Assets Total Liabilities
£277,689
Assets Current Investment
0
Assets Total Assets And Liabilities
£438,078
Creditors One Year Total Current
75708
Creditors Falling Due After One Year
201981
Assets Cash
£266,421
Funds Endowment
0
Funds Unrestricted
407004
Funds Restricted
31074
Funds Total
438078
Count Employees
21
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
26 September 2024
Income Donations And Legacies
28647
Income Other Trading Activities
0
Income Charitable Activities
797166
Income Investments
1956
Income Other
0
Income Total Income And Endowments
827769
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£2,162
Expenditure Charitable Expenditure
£815,629
Expenditure Other
0
Expenditure Total
817791
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
21937
Expenditure Support Costs
32326
Expenditure Depreciation
3602
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£272,097
Assets Total Fixed
10565
Assets Own Use
10565
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£380,641
Assets Total Liabilities
£55,111
Assets Current Investment
0
Assets Total Assets And Liabilities
£336,095
Creditors One Year Total Current
55111
Creditors Falling Due After One Year
0
Assets Cash
£351,715
Funds Endowment
0
Funds Unrestricted
282662
Funds Restricted
53433
Funds Total
336095
Count Employees
20
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
11 November 2022
Income Donations And Legacies
3772
Income Other Trading Activities
0
Income Charitable Activities
556666
Income Investments
79
Income Other
0
Income Total Income And Endowments
560517
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£545,175
Expenditure Other
0
Expenditure Total
545175
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3862
Expenditure Support Costs
12930
Expenditure Depreciation
3209
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£392,975
Assets Total Fixed
3799
Assets Own Use
3799
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£431,363
Assets Total Liabilities
£30,818
Assets Current Investment
0
Assets Total Assets And Liabilities
£404,344
Creditors One Year Total Current
30818
Creditors Falling Due After One Year
0
Assets Cash
£420,031
Funds Endowment
0
Funds Unrestricted
396774
Funds Restricted
7570
Funds Total
404344
Count Employees
10
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
17 November 2021
Income Donations And Legacies
15441
Income Other Trading Activities
0
Income Charitable Activities
524805
Income Investments
291
Income Other
0
Income Total Income And Endowments
540537
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£471,802
Expenditure Other
0
Expenditure Total
471802
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3636
Expenditure Support Costs
8554
Expenditure Depreciation
1949
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£388,556
Assets Total Fixed
7008
Assets Own Use
7008
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£418,815
Assets Total Liabilities
£36,821
Assets Current Investment
0
Assets Total Assets And Liabilities
£389,002
Creditors One Year Total Current
36821
Creditors Falling Due After One Year
0
Assets Cash
£408,900
Funds Endowment
0
Funds Unrestricted
395564
Funds Restricted
-6562
Funds Total
389002
Count Employees
9
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Bath And North East Somerset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
North Somerset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Bristol City
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
South Gloucestershire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Gloucestershire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Wiltshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
115
Classification Type
What
Classification Description
Human Rights/religious Or Racial Harmony/equality Or Diversity
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
CITIZENS ADVICE SOUTH GLOUCESTERSHIRE
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2020-09-14T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
3953117
Assoc Registered Charity Number
1071380
Assoc Charity Name
JR AND SA BROOKS CHARITABLE TRUST
Charity Name
CITIZENS ADVICE SOUTH GLOUCESTERSHIRE
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1994-05-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 15 MAY 1992AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 01 FEB 1996AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18 MAR 2003AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 JUN 2011AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 24 NOV 2017 as amended on 11 Nov 2025
Charitable Objects
FOR THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN SOUTH GLOUCESTERSHIRE AND SURROUNDING AREAS BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.
Area Of Benefit
SOUTH GLOUCESTERSHIRE AND SURROUNDING AREAS

10 Official extract

Charity Other Names

Charity Name Id
88285
Charity Name Type
Previous name
Charity Name
NORTHAVON CITIZENS ADVICE BUREAU
Charity Name Id
88288
Charity Name Type
Previous name
Charity Name
SOUTH GLOUCESTERSHIRE CITIZENS ADVICE BUREAU

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name
Risk management
Policy Name
Social media policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Conflicting interests
Policy Name
Volunteer management
Policy Name
Complaints policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Complaints handling
Policy Name
Bullying and harassment policy and procedures