CCEW Charity Commission profile

Citizens Advice Lancashire West

Registered charity 1078558 · organisation 3966703

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
13 December 1999
Removed
Not supplied
Company number supplied
03835274
Financial period
1 April 2024 – 31 March 2025
Latest income
£2,099,163
Latest expenditure
£1,905,320
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Citizens Advice Bureau, 35-39 Market Street, CHORLEY, Lancashire, PR7 2SW

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

02 Activities

What the charity does

Advice and information

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
15 January 2026
Date Accounts Received
15 January 2026
Total Gross Income
£2,099,163
Total Gross Expenditure
£1,905,320
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
20 December 2024
Date Accounts Received
20 December 2024
Total Gross Income
£2,002,360
Total Gross Expenditure
£1,647,215
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
11 January 2024
Date Accounts Received
11 January 2024
Total Gross Income
£1,387,512
Total Gross Expenditure
£1,185,974
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
5 January 2023
Date Accounts Received
5 January 2023
Total Gross Income
£1,240,517
Total Gross Expenditure
£1,132,508
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
18 December 2021
Date Accounts Received
18 December 2021
Total Gross Income
£1,358,796
Total Gross Expenditure
£1,335,341

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
15 January 2026
Total Gross Income
£2,099,163
Total Gross Expenditure
£1,905,320
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£3
Income From Government Contracts
1617957
Income From Government Grants
£128,084
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
40
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
20 December 2024
Total Gross Income
£2,002,360
Total Gross Expenditure
£1,647,215
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£3
Income From Government Contracts
1558638
Income From Government Grants
£127,500
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
40
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
11 January 2024
Total Gross Income
£1,387,512
Total Gross Expenditure
£1,185,974
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£4
Income From Government Contracts
1074681
Income From Government Grants
£171,000
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
No
Count Volunteers
40
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
5 January 2023
Total Gross Income
£1,240,517
Total Gross Expenditure
£1,132,508
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
7
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Contracts
978197
Income From Government Grants
£177,051
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
32
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
18 December 2021
Total Gross Income
£1,358,796
Total Gross Expenditure
£1,335,341
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£10
Income From Government Grants
£1,227,284
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
30

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
15 January 2026
Income Donations And Legacies
218647
Income Other Trading Activities
0
Income Charitable Activities
1716765
Income Investments
58418
Income Other
105333
Income Total Income And Endowments
2099163
Income Legacies
218163
Income Endowments
0
Expenditure Raising Funds
£4,736
Expenditure Charitable Expenditure
£1,900,584
Expenditure Other
0
Expenditure Total
1905320
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
332984
Expenditure Depreciation
707
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,880,595
Assets Total Fixed
94512
Assets Own Use
7534
Assets Long Term Investment
86978
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,950,959
Assets Total Liabilities
£164,877
Assets Current Investment
1393457
Assets Total Assets And Liabilities
£1,880,594
Creditors One Year Total Current
164877
Creditors Falling Due After One Year
0
Assets Cash
£379,854
Funds Endowment
0
Funds Unrestricted
1767959
Funds Restricted
112635
Funds Total
1880594
Count Employees
61
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
20 December 2024
Income Donations And Legacies
81467
Income Other Trading Activities
1168
Income Charitable Activities
1824678
Income Investments
43109
Income Other
51938
Income Total Income And Endowments
2002360
Income Legacies
80084
Income Endowments
0
Expenditure Raising Funds
£4,026
Expenditure Charitable Expenditure
£1,643,189
Expenditure Other
0
Expenditure Total
1647215
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
363284
Expenditure Depreciation
707
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,686,751
Assets Total Fixed
86851
Assets Own Use
707
Assets Long Term Investment
86144
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,811,105
Assets Total Liabilities
£211,205
Assets Current Investment
1187764
Assets Total Assets And Liabilities
£1,686,751
Creditors One Year Total Current
203454
Creditors Falling Due After One Year
7751
Assets Cash
£464,193
Funds Endowment
0
Funds Unrestricted
1558021
Funds Restricted
128730
Funds Total
1686751
Count Employees
58
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
11 January 2024
Income Donations And Legacies
86362
Income Other Trading Activities
5539
Income Charitable Activities
1278359
Income Investments
17252
Income Other
0
Income Total Income And Endowments
1387512
Income Legacies
86000
Income Endowments
0
Expenditure Raising Funds
£6,050
Expenditure Charitable Expenditure
£1,179,924
Expenditure Other
0
Expenditure Total
1185974
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
190878
Expenditure Depreciation
1591
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,224,764
Assets Total Fixed
85511
Assets Own Use
2299
Assets Long Term Investment
83212
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,464,934
Assets Total Liabilities
£218,839
Assets Current Investment
972553
Assets Total Assets And Liabilities
£1,331,606
Creditors One Year Total Current
172339
Creditors Falling Due After One Year
46500
Assets Cash
£356,779
Funds Endowment
0
Funds Unrestricted
1224764
Funds Restricted
106842
Funds Total
1331606
Count Employees
41
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
5 January 2023
Income Donations And Legacies
92879
Income Other Trading Activities
10166
Income Charitable Activities
1133630
Income Investments
3842
Income Other
0
Income Total Income And Endowments
1240517
Income Legacies
92500
Income Endowments
0
Expenditure Raising Funds
£4,290
Expenditure Charitable Expenditure
£1,128,218
Expenditure Other
0
Expenditure Total
1132508
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
27212
Expenditure Depreciation
1768
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
1768
Gain Loss Other
0
Reserves
£1,025,254
Assets Total Fixed
1768
Assets Own Use
1768
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,248,168
Assets Total Liabilities
£119,868
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,130,068
Creditors One Year Total Current
119868
Creditors Falling Due After One Year
0
Assets Cash
£1,239,329
Funds Endowment
0
Funds Unrestricted
1025254
Funds Restricted
104814
Funds Total
1130068
Count Employees
41
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
18 December 2021
Income Donations And Legacies
99101
Income Other Trading Activities
9071
Income Charitable Activities
1245601
Income Investments
5023
Income Other
0
Income Total Income And Endowments
1358796
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£4,472
Expenditure Charitable Expenditure
£1,330,869
Expenditure Other
0
Expenditure Total
1335341
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
20574
Expenditure Depreciation
1035
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
1035
Gain Loss Other
0
Reserves
£1,022,059
Assets Total Fixed
288173
Assets Own Use
1035
Assets Long Term Investment
287138
Defined Benefit Pension Scheme
0
Assets Other Assets
£824,592
Assets Total Liabilities
£90,706
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,022,059
Creditors One Year Total Current
90706
Creditors Falling Due After One Year
0
Assets Cash
£780,034
Funds Endowment
0
Funds Unrestricted
887440
Funds Restricted
134619
Funds Total
1022059
Count Employees
47
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Lancashire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
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
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing

08 Official extract

Charity Event History

Charity Name
Citizens Advice Lancashire West
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2019-03-04T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
3104797
Assoc Registered Charity Number
1063817
Assoc Charity Name
BLACKBURN WITH DARWEN CITIZENS ADVICE BUREAU LIMITED
Charity Name
Citizens Advice Lancashire West
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1999-12-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 29/08/1999AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/01/2001AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/09/2007AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/04/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/07/2008AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 22/02/2001AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 15/05/2012AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 15/05/2012 AS AMENDED ON 23 JUN 2020AS REGISTERED AT COMPANIES HOUSE ON 09 AUG 2022 as amended on 03 Feb 2025
Charitable Objects
THE CHARITY’S OBJECTS (‘OBJECTS’) ARE SPECIFICALLY: 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 CITIZENS ADVICE LANCASHIRE WEST’S AREA OF BENEFIT AND SURROUNDING AREAS
Area Of Benefit
ENGLAND AND WALES

10 Official extract

Charity Other Names

Charity Name Id
522598
Charity Name Type
Previous name
Charity Name
LANCASHIRE WEST CITIZENS ADVICE BUREAUX
Charity Name Id
328353
Charity Name Type
Previous name
Charity Name
CHORLEY AND DISTRICT CITIZENS ADVICE BUREAU
Charity Name Id
607807
Charity Name Type
Previous name
Charity Name
CITIZENS ADVICE LANCASHIRE
Charity Name Id
328356
Charity Name Type
Previous name
Charity Name
CHORLEY, SOUTH RIBBLE AND DISTRICTS CITIZENS ADVICE BUREAUX
Charity Name Id
522596
Charity Name Type
Previous name
Charity Name
LANCASHIRE WEST CITIZENS ADVICEBUREAUX

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

12 Official extract

Charity Policy

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