CCEW Charity Commission profile

Citizens Advice Bournemouth, Christchurch and Poole

Registered charity 1074727 · organisation 3953156

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
18 March 1999
Removed
Not supplied
Company number supplied
03537836
Financial period
1 April 2024 – 31 March 2025
Latest income
£1,446,134
Latest expenditure
£1,649,417
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Civic Centre, Bourne Avenue, BOURNEMOUTH, BH2 6DX

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

02 Activities

What the charity does

Provision of a free, independent, confidential and impartial service of advice, information training and counsel for the benefit of the community and general public mainly but not exclusively within the Boroughs of Bournemouth and Poole or any successor body or bodies to them

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
18 December 2025
Date Accounts Received
18 December 2025
Total Gross Income
£1,446,134
Total Gross Expenditure
£1,649,417
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
13 December 2024
Date Accounts Received
13 December 2024
Total Gross Income
£1,736,727
Total Gross Expenditure
£1,652,662
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
26 November 2023
Date Accounts Received
26 November 2023
Total Gross Income
£2,718,081
Total Gross Expenditure
£2,696,019
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
3 November 2022
Date Accounts Received
3 November 2022
Total Gross Income
£1,793,002
Total Gross Expenditure
£1,704,444
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
22 December 2021
Date Accounts Received
22 December 2021
Total Gross Income
£1,456,765
Total Gross Expenditure
£1,241,597

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
18 December 2025
Total Gross Income
£1,446,134
Total Gross Expenditure
£1,649,417
Grant Making Is Main Activity
No
Count Govt Contracts
2
Count Govt Grants
£1
Income From Government Contracts
257379
Income From Government Grants
£323,183
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 90001 100000
1
Count Volunteers
136
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
13 December 2024
Total Gross Income
£1,736,727
Total Gross Expenditure
£1,652,662
Grant Making Is Main Activity
No
Count Govt Contracts
2
Count Govt Grants
£1
Income From Government Contracts
210000
Income From Government Grants
£374,900
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
125
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
26 November 2023
Total Gross Income
£2,718,081
Total Gross Expenditure
£2,696,019
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£6
Income From Government Grants
£1,934,113
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 Salary Band 70001 80000
0
Count Salary Band 80001 90000
0
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
78
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
3 November 2022
Total Gross Income
£1,793,002
Total Gross Expenditure
£1,704,444
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£8
Income From Government Grants
£1,062,703
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
95
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
22 December 2021
Total Gross Income
£1,456,765
Total Gross Expenditure
£1,241,597
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
10
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£10
Income From Government Contracts
585221
Income From Government Grants
£585,221
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
86

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
18 December 2025
Income Donations And Legacies
92555
Income Other Trading Activities
1407
Income Charitable Activities
1340235
Income Investments
11937
Income Other
0
Income Total Income And Endowments
1446134
Income Legacies
6787
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,649,417
Expenditure Other
0
Expenditure Total
1649417
Expenditure Investment Management
0
Expenditure Grants Institution
21348
Expenditure Governance
7525
Expenditure Support Costs
495957
Expenditure Depreciation
9981
Gain Loss Investment
3370
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£275,000
Assets Total Fixed
289778
Assets Own Use
14141
Assets Long Term Investment
275637
Defined Benefit Pension Scheme
0
Assets Other Assets
£111,650
Assets Total Liabilities
£109,926
Assets Current Investment
0
Assets Total Assets And Liabilities
£291,502
Creditors One Year Total Current
109926
Creditors Falling Due After One Year
0
Assets Cash
£51,082
Funds Endowment
0
Funds Unrestricted
277212
Funds Restricted
14290
Funds Total
291502
Count Employees
57
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
13 December 2024
Income Donations And Legacies
113802
Income Other Trading Activities
259
Income Charitable Activities
1607543
Income Investments
15123
Income Other
0
Income Total Income And Endowments
1736727
Income Legacies
26000
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,652,662
Expenditure Other
0
Expenditure Total
1652662
Expenditure Investment Management
0
Expenditure Grants Institution
25476
Expenditure Governance
8558
Expenditure Support Costs
376994
Expenditure Depreciation
11663
Gain Loss Investment
15398
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£350,000
Assets Total Fixed
389829
Assets Own Use
24122
Assets Long Term Investment
365707
Defined Benefit Pension Scheme
0
Assets Other Assets
£347,125
Assets Total Liabilities
£245,539
Assets Current Investment
0
Assets Total Assets And Liabilities
£491,415
Creditors One Year Total Current
245539
Creditors Falling Due After One Year
0
Assets Cash
£285,837
Funds Endowment
0
Funds Unrestricted
466686
Funds Restricted
24729
Funds Total
491415
Count Employees
65
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
26 November 2023
Income Donations And Legacies
87522
Income Other Trading Activities
0
Income Charitable Activities
2621609
Income Investments
5450
Income Other
3500
Income Total Income And Endowments
2718081
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,696,019
Expenditure Other
0
Expenditure Total
2696019
Expenditure Investment Management
0
Expenditure Grants Institution
133678
Expenditure Governance
5367
Expenditure Support Costs
358327
Expenditure Depreciation
11663
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£57,700
Assets Total Fixed
35785
Assets Own Use
35785
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£697,611
Assets Total Liabilities
£341,444
Assets Current Investment
0
Assets Total Assets And Liabilities
£391,952
Creditors One Year Total Current
341444
Creditors Falling Due After One Year
0
Assets Cash
£627,663
Funds Endowment
0
Funds Unrestricted
357700
Funds Restricted
34252
Funds Total
391952
Count Employees
52
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
3 November 2022
Income Donations And Legacies
86399
Income Other Trading Activities
180
Income Charitable Activities
1705776
Income Investments
647
Income Other
0
Income Total Income And Endowments
1793002
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,704,444
Expenditure Other
0
Expenditure Total
1704444
Expenditure Investment Management
0
Expenditure Grants Institution
10000
Expenditure Governance
6538
Expenditure Support Costs
406268
Expenditure Depreciation
12011
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£321,574
Assets Total Fixed
47448
Assets Own Use
47448
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£627,198
Assets Total Liabilities
£304,756
Assets Current Investment
0
Assets Total Assets And Liabilities
£369,890
Creditors One Year Total Current
304756
Creditors Falling Due After One Year
0
Assets Cash
£571,957
Funds Endowment
0
Funds Unrestricted
324937
Funds Restricted
44953
Funds Total
369890
Count Employees
54
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
22 December 2021
Income Donations And Legacies
137696
Income Other Trading Activities
63
Income Charitable Activities
1318650
Income Investments
356
Income Other
0
Income Total Income And Endowments
1456765
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,241,597
Expenditure Other
0
Expenditure Total
1241597
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
8219
Expenditure Support Costs
438904
Expenditure Depreciation
6266
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£216,632
Assets Total Fixed
45756
Assets Own Use
45756
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£432,797
Assets Total Liabilities
£197,221
Assets Current Investment
0
Assets Total Assets And Liabilities
£281,332
Creditors One Year Total Current
197221
Creditors Falling Due After One Year
0
Assets Cash
£353,949
Funds Endowment
0
Funds Unrestricted
226183
Funds Restricted
55149
Funds Total
281332
Count Employees
53
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Dorset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Poole
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Bournemouth
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name
Citizens Advice Bournemouth, Christchurch and Poole
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1999-03-18T00:00:00
Charity Name
Citizens Advice Bournemouth, Christchurch and Poole
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2019-02-04T00:00:00
Reason
Amalgamated
Assoc Organisation Number
1010365
Assoc Registered Charity Number
1010365
Assoc Charity Name
POOLE CITIZENS ADVICE BUREAUX

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 31 MARCH 1998 AS AMENDED BY SPECIAL RESOLUTION 21 OCTOBER 1998, 16 SEPTEMBER 2003 AND 20 MAY 2009.AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 23 SEP 2017 as amended on 01 Aug 2019 as amended on 03 Sep 2019 as amended on 03 Sep 2019 as amended on 03 Sep 2019 as amended on 11 Jan 2021 as amended on 11 Nov 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 Bournemouth, Christchurch & Poole and the surrounding areas.
Area Of Benefit
MAINLY IN, BUT NOT EXCLUSIVELY IN, THE AREA OF THE COUNCIL OF THE BOROUGH OF BOURNEMOUTH

10 Official extract

Charity Other Names

Charity Name Id
625619
Charity Name Type
Working name
Charity Name
Citizens Advice Bournemouth, Christchurch and Poole
Charity Name Id
390250
Charity Name Type
Previous name
Charity Name
BOURNEMOUTH CITIZENS ADVICE BUREAU
Charity Name Id
593637
Charity Name Type
Previous name
Charity Name
CITIZENS ADVICE BOURNEMOUTH AND POOLE

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name
Bullying and harassment policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Complaints handling
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Paying staff
Policy Name
Serious incident reporting policy and procedures
Policy Name
Conflicting interests
Policy Name
Investment
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Volunteer management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints policy and procedures