Cyngor ar Bopeth Conwy Gwynedd Citizens Advice — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 7 June 2002
Removed: Not supplied
Company number supplied: 04353734
Financial period: 1 April 2024 – 31 March 2025
Latest income: £1,206,590
Latest expenditure: £1,070,373
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Cyngor ar Bopeth Conwy Gwynedd CAB, Victoria Chambers, Crown Street, Caernarfon, Gwynedd, LL55 1SY

Website recorded by the regulator: www.caconwygwynedd.wales (displayed as text)

02 Activities

What the charity does

The Charity works for 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 Conwy, Gwynedd and surrounding areas.

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: 21 January 2026
Date Accounts Received: 21 January 2026
Total Gross Income: £1,206,590
Total Gross Expenditure: £1,070,373

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: £1,022,114
Total Gross Expenditure: £921,843

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: 20 December 2023
Date Accounts Received: 20 December 2023
Total Gross Income: £786,181
Total Gross Expenditure: £812,058

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 January 2023
Date Accounts Received: 11 January 2023
Total Gross Income: £652,726
Total Gross Expenditure: £676,194

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 January 2022
Date Accounts Received: 6 January 2022
Total Gross Income: £529,012
Total Gross Expenditure: £498,747

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: 21 January 2026
Total Gross Income: £1,206,590
Total Gross Expenditure: £1,070,373
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £3
Income From Government Grants: £430,044
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: 3 January 2025
Total Gross Income: £1,022,114
Total Gross Expenditure: £921,843
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £7
Income From Government Grants: £784,373
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: 21

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: 20 December 2023
Total Gross Income: £786,181
Total Gross Expenditure: £812,058
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £3
Income From Government Grants: £635,243
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: 18

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 January 2023
Total Gross Income: £652,726
Total Gross Expenditure: £676,194
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £6
Income From Government Grants: £586,125
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 17

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 January 2022
Total Gross Income: £529,012
Total Gross Expenditure: £498,747
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £12
Income From Government Grants: £498,661
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

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: 21 January 2026
Income Donations And Legacies: 1541
Income Other Trading Activities: 20018
Income Charitable Activities: 1182883
Income Investments: 2148
Income Other: 0
Income Total Income And Endowments: 1206590
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,070,373
Expenditure Other: 0
Expenditure Total: 1070373
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 2820
Expenditure Support Costs: 253512
Expenditure Depreciation: 1184
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -903
Gain Loss Other: 0
Reserves: £190,000
Assets Total Fixed: 2427
Assets Own Use: 2427
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £459,362
Assets Total Liabilities: £42,628
Assets Current Investment: 0
Assets Total Assets And Liabilities: £419,161
Creditors One Year Total Current: 42628
Creditors Falling Due After One Year: 0
Assets Cash: £338,460
Funds Endowment: 0
Funds Unrestricted: 419161
Funds Restricted: 0
Funds Total: 419161
Count Employees: 31
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: 2650
Income Other Trading Activities: 14810
Income Charitable Activities: 1001031
Income Investments: 3623
Income Other: 0
Income Total Income And Endowments: 1022114
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £921,843
Expenditure Other: 0
Expenditure Total: 921843
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 3370
Expenditure Support Costs: 248765
Expenditure Depreciation: 281
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £282,943
Assets Total Fixed: 844
Assets Own Use: 844
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £344,101
Assets Total Liabilities: £62,002
Assets Current Investment: 0
Assets Total Assets And Liabilities: £282,943
Creditors One Year Total Current: 62002
Creditors Falling Due After One Year: 0
Assets Cash: £175,287
Funds Endowment: 0
Funds Unrestricted: 282943
Funds Restricted: 0
Funds Total: 282943
Count Employees: 33
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: 20 December 2023
Income Donations And Legacies: 22551
Income Other Trading Activities: 0
Income Charitable Activities: 758183
Income Investments: 1758
Income Other: 3689
Income Total Income And Endowments: 786181
Income Legacies: 22191
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £812,058
Expenditure Other: 0
Expenditure Total: 812058
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 3424
Expenditure Support Costs: 248289
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £182,673
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £263,743
Assets Total Liabilities: £81,070
Assets Current Investment: 0
Assets Total Assets And Liabilities: £182,673
Creditors One Year Total Current: 81070
Creditors Falling Due After One Year: 0
Assets Cash: £211,422
Funds Endowment: 0
Funds Unrestricted: 182673
Funds Restricted: 0
Funds Total: 182673
Count Employees: 25
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 January 2023
Income Donations And Legacies: 8315
Income Other Trading Activities: 0
Income Charitable Activities: 642176
Income Investments: 452
Income Other: 1783
Income Total Income And Endowments: 652726
Income Legacies: 7500
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £676,194
Expenditure Other: 0
Expenditure Total: 676194
Expenditure Investment Management: 0
Expenditure Grants Institution: 73500
Expenditure Governance: 2406
Expenditure Support Costs: 254711
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £208,549
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £250,508
Assets Total Liabilities: £41,959
Assets Current Investment: 0
Assets Total Assets And Liabilities: £208,549
Creditors One Year Total Current: 41959
Creditors Falling Due After One Year: 0
Assets Cash: £236,342
Funds Endowment: 0
Funds Unrestricted: 208549
Funds Restricted: 0
Funds Total: 208549
Count Employees: 17
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 January 2022
Income Donations And Legacies: 529
Income Other Trading Activities: 0
Income Charitable Activities: 527403
Income Investments: 894
Income Other: 186
Income Total Income And Endowments: 529012
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £498,747
Expenditure Other: 0
Expenditure Total: 498747
Expenditure Investment Management: 0
Expenditure Grants Institution: 14500
Expenditure Governance: 5103
Expenditure Support Costs: 176354
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £226,612
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £281,309
Assets Total Liabilities: £49,292
Assets Current Investment: 0
Assets Total Assets And Liabilities: £232,017
Creditors One Year Total Current: 49292
Creditors Falling Due After One Year: 0
Assets Cash: £202,044
Funds Endowment: 0
Funds Unrestricted: 226612
Funds Restricted: 5405
Funds Total: 232017
Count Employees: 14
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Gwynedd
Welsh Ind: Yes

Geographic Area Type: Local Authority
Geographic Area Description: Conwy
Welsh Ind: Yes

07 Official extract

Charity Classification

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name: Cyngor ar Bopeth Conwy Gwynedd Citizens Advice
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2002-06-07T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 16 JAN 2002AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 12 JAN 2017AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 14 AUG 2017 as amended on 11 Nov 2022 as amended on 11 Jan 2023 as amended on 11 Nov 2022 as amended on 29 Aug 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 GWYNEDD AND SURROUNDING AREAS.
Area Of Benefit: IN PARTICULAR, BUT WITHOUT LIMITATION, THE COMMUNITY IN GWYNEDD AND SURROUNDING AREAS.

10 Official extract

Charity Other Names

Charity Name Id: 585393
Charity Name Type: Previous name
Charity Name: CYNGOR AR BOPETH GWYNEDD CITIZENS ADVICE

Charity Name Id: 406533
Charity Name Type: Working name
Charity Name: CAB GWYNEDD

Charity Name Id: 567904
Charity Name Type: Previous name
Charity Name: CYNGOR AR BOPETH GWYNEDD & DE YNYS MON CITIZENS ADVICE BUREAU

Charity Name Id: 406536
Charity Name Type: Previous name
Charity Name: CYNOR AR BOPETH GWYNEDD & DE YNYS MON CITIZENS ADVICE BUREAU

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 charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Volunteer management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Investment

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries