BritDB

CCEW Charity Commission profile

CITIZENS ADVICE MERTON AND LAMBETH

Registered charity 1046018 · organisation 1046018

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
4 May 1995
Removed
Not supplied
Company number supplied
02914384
Financial period
1 April 2024 – 31 March 2025
Latest income
£1,381,163
Latest expenditure
£1,348,941
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Citizens Advice Merton and Lambeth, 326 London Road, Mitcham, London, CR4 3ND

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

02 Activities

What the charity does

Citizens Advice Merton and Lambeth is the leading advice charity supporting individuals and families who live, work or study primarily in the London boroughs of Merton and Lambeth, but also elsewhere. We also work to raise awareness and understanding of the challenging issues affecting individuals and our communities.

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
25 November 2025
Date Accounts Received
25 November 2025
Total Gross Income
£1,381,163
Total Gross Expenditure
£1,348,941
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
3 January 2025
Date Accounts Received
3 January 2025
Total Gross Income
£1,279,534
Total Gross Expenditure
£1,299,971
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 November 2023
Date Accounts Received
13 November 2023
Total Gross Income
£1,280,943
Total Gross Expenditure
£1,262,952
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
13 December 2022
Date Accounts Received
13 December 2022
Total Gross Income
£1,229,979
Total Gross Expenditure
£1,176,504
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
6 December 2021
Date Accounts Received
6 December 2021
Total Gross Income
£1,230,661
Total Gross Expenditure
£1,134,494

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
25 November 2025
Total Gross Income
£1,381,163
Total Gross Expenditure
£1,348,941
Grant Making Is Main Activity
No
Count Govt Contracts
6
Count Govt Grants
£2
Income From Government Contracts
1022145
Income From Government Grants
£136,276
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
24
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
3 January 2025
Total Gross Income
£1,279,534
Total Gross Expenditure
£1,299,971
Grant Making Is Main Activity
No
Count Govt Contracts
9
Count Govt Grants
£4
Income From Government Contracts
1085512
Income From Government Grants
£166,900
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
27
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 November 2023
Total Gross Income
£1,280,943
Total Gross Expenditure
£1,262,952
Grant Making Is Main Activity
No
Count Govt Contracts
6
Count Govt Grants
£4
Income From Government Contracts
864076
Income From Government Grants
£204,000
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
45
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
13 December 2022
Total Gross Income
£1,229,979
Total Gross Expenditure
£1,176,504
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
6
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Contracts
715757
Income From Government Grants
£95,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
52
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
6 December 2021
Total Gross Income
£1,230,661
Total Gross Expenditure
£1,134,494
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
7
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£5
Income From Government Contracts
705951
Income From Government Grants
£206,267
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
31

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
25 November 2025
Income Donations And Legacies
35000
Income Other Trading Activities
0
Income Charitable Activities
1330034
Income Investments
4019
Income Other
12110
Income Total Income And Endowments
1381163
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£4,181
Expenditure Charitable Expenditure
£1,344,760
Expenditure Other
0
Expenditure Total
1348941
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
233172
Expenditure Depreciation
103631
Gain Loss Investment
0
Gain Loss Pension Fund
907
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£466,237
Assets Total Fixed
100834
Assets Own Use
100834
Assets Long Term Investment
0
Defined Benefit Pension Scheme
907
Assets Other Assets
£1,381,163
Assets Total Liabilities
£101,741
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,381,163
Creditors One Year Total Current
101741
Creditors Falling Due After One Year
0
Assets Cash
£551,281
Funds Endowment
0
Funds Unrestricted
999373
Funds Restricted
381790
Funds Total
1381163
Count Employees
39
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
3 January 2025
Income Donations And Legacies
77503
Income Other Trading Activities
0
Income Charitable Activities
1198675
Income Investments
3356
Income Other
0
Income Total Income And Endowments
1279534
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£4,785
Expenditure Charitable Expenditure
£1,295,186
Expenditure Other
0
Expenditure Total
1299971
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7758
Expenditure Support Costs
203330
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
907
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£402,696
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
795
Assets Other Assets
£598,367
Assets Total Liabilities
£167,538
Assets Current Investment
0
Assets Total Assets And Liabilities
£431,624
Creditors One Year Total Current
167538
Creditors Falling Due After One Year
0
Assets Cash
£432,419
Funds Endowment
0
Funds Unrestricted
402696
Funds Restricted
28928
Funds Total
431624
Count Employees
40
Charity Only Accounts
Yes
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 November 2023
Income Donations And Legacies
81126
Income Other Trading Activities
0
Income Charitable Activities
1197960
Income Investments
1857
Income Other
0
Income Total Income And Endowments
1280943
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£3,914
Expenditure Charitable Expenditure
£1,259,038
Expenditure Other
0
Expenditure Total
1262952
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
11121
Expenditure Support Costs
161093
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
968
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£363,377
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-1702
Assets Other Assets
£495,102
Assets Total Liabilities
£42,246
Assets Current Investment
0
Assets Total Assets And Liabilities
£451,154
Creditors One Year Total Current
42246
Creditors Falling Due After One Year
0
Assets Cash
£452,080
Funds Endowment
0
Funds Unrestricted
363377
Funds Restricted
87777
Funds Total
451154
Count Employees
36
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
13 December 2022
Income Donations And Legacies
78671
Income Other Trading Activities
0
Income Charitable Activities
1150492
Income Investments
43
Income Other
773
Income Total Income And Endowments
1229979
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£3,672
Expenditure Charitable Expenditure
£1,172,832
Expenditure Other
0
Expenditure Total
1176504
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
11737
Expenditure Support Costs
152273
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
7871
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£353,601
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-2670
Assets Other Assets
£510,209
Assets Total Liabilities
£74,376
Assets Current Investment
0
Assets Total Assets And Liabilities
£433,163
Creditors One Year Total Current
74376
Creditors Falling Due After One Year
0
Assets Cash
£467,776
Funds Endowment
0
Funds Unrestricted
353601
Funds Restricted
79562
Funds Total
433163
Count Employees
38
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
6 December 2021
Income Donations And Legacies
76614
Income Other Trading Activities
0
Income Charitable Activities
1153858
Income Investments
180
Income Other
9
Income Total Income And Endowments
1230661
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£2,738
Expenditure Charitable Expenditure
£1,077,771
Expenditure Other
53985
Expenditure Total
1134494
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
11738
Expenditure Support Costs
226891
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
-10541
Gain Loss Revaluation Fixed Investment
699
Gain Loss Other
0
Reserves
£315,622
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-10541
Assets Other Assets
£440,637
Assets Total Liabilities
£50,408
Assets Current Investment
0
Assets Total Assets And Liabilities
£379,688
Creditors One Year Total Current
50408
Creditors Falling Due After One Year
0
Assets Cash
£350,340
Funds Endowment
0
Funds Unrestricted
315622
Funds Restricted
64066
Funds Total
379688
Count Employees
30
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People

08 Official extract

Charity Event History

Charity Name
CITIZENS ADVICE MERTON AND LAMBETH
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1995-05-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 30/03/1994AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/04/2002AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/02/2004AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 06/11/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20/07/2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 04/11/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/06/2013AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 03/11/2015 as amended on 13 Nov 2019 as amended on 20 Mar 2025
Charitable 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 LONDON BOROUGHS OF MERTON AND LAMBETH AND SURROUNDING AREAS.
Area Of Benefit
LONDON BOROUGH OF MERTON AND SURROUNDING AREAS ("THE PRINCIPLE AREA OF BENEFIT") AND ELSEWHERE IN GREATER LONDON

10 Official extract

Charity Other Names

Charity Name Id
241896
Charity Name Type
Working name
Charity Name
MERTON CABX
Charity Name Id
241899
Charity Name Type
Previous name
Charity Name
MERTON CITIZENS ADVICE BUREAUX LIMITED
Charity Name Id
241895
Charity Name Type
Previous name
Charity Name
MERTON AND LAMBETH CITIZENS ADVICE BUREAUX LIMITED

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

12 Official extract

Charity Policy

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