01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 8 November 2004
- Removed
- Not supplied
- Company number supplied
- 05252247
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £1,117,938
- Latest expenditure
- £1,061,571
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Citizens Advice South Warwickshire, 10 Hamilton Terrace, Leamington Spa, Warwickshire, CV32 4LY
Website recorded by the regulator: www.casouthwarwickshire.org.uk (displayed as text)
02 Activities
What the charity does
Advice, information and support (which is quality-assured) to individuals in South Warwickshire who seek help in all areas of social welfare law, including benefits, debt, housing, employment and discrimination.Influencing social policies and challenging unfair practice.
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
- 22 October 2025
- Date Accounts Received
- 22 October 2025
- Total Gross Income
- £1,117,938
- Total Gross Expenditure
- £1,061,571
- 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
- 25 September 2024
- Date Accounts Received
- 25 September 2024
- Total Gross Income
- £1,174,111
- Total Gross Expenditure
- £1,122,051
- 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
- 18 October 2023
- Date Accounts Received
- 18 October 2023
- Total Gross Income
- £882,355
- Total Gross Expenditure
- £1,057,658
- 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
- £1,290,392
- Total Gross Expenditure
- £994,402
- 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
- 1 December 2021
- Date Accounts Received
- 1 December 2021
- Total Gross Income
- £959,463
- Total Gross Expenditure
- £917,588
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
- 22 October 2025
- Total Gross Income
- £1,117,938
- Total Gross Expenditure
- £1,061,571
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £15
- Income From Government Grants
- £627,455
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 58
- 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
- 25 September 2024
- Total Gross Income
- £1,174,111
- Total Gross Expenditure
- £1,122,051
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £13
- Income From Government Grants
- £409,232
- 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
- 52
- 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
- 18 October 2023
- Total Gross Income
- £882,355
- Total Gross Expenditure
- £1,057,658
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £9
- Income From Government Grants
- £359,614
- 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
- 35
- 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
- £1,290,392
- Total Gross Expenditure
- £994,402
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £17
- Income From Government Grants
- £636,083
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 125
- 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
- 1 December 2021
- Total Gross Income
- £959,463
- Total Gross Expenditure
- £917,588
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £4
- Income From Government Grants
- £327,995
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 60
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
- 22 October 2025
- Income Donations And Legacies
- 1501
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1057032
- Income Investments
- 26316
- Income Other
- 33089
- Income Total Income And Endowments
- 1117938
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,061,571
- Expenditure Other
- 0
- Expenditure Total
- 1061571
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 26533
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £415,215
- Assets Total Fixed
- 78200
- Assets Own Use
- 0
- Assets Long Term Investment
- 78200
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £746,639
- Assets Total Liabilities
- £179,444
- Assets Current Investment
- 112077
- Assets Total Assets And Liabilities
- £645,395
- Creditors One Year Total Current
- 179444
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £563,497
- Funds Endowment
- 0
- Funds Unrestricted
- 451053
- Funds Restricted
- 194342
- Funds Total
- 645395
- 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
- 25 September 2024
- Income Donations And Legacies
- 3657
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1144339
- Income Investments
- 23989
- Income Other
- 2126
- Income Total Income And Endowments
- 1174111
- Income Legacies
- 500
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,112,154
- Expenditure Other
- 9897
- Expenditure Total
- 1122051
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 18634
- Expenditure Support Costs
- 18634
- Expenditure Depreciation
- 4449
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -9897
- Gain Loss Other
- 0
- Reserves
- £344,486
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £706,656
- Assets Total Liabilities
- £117,628
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £589,028
- Creditors One Year Total Current
- 117628
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £626,829
- Funds Endowment
- 0
- Funds Unrestricted
- 361524
- Funds Restricted
- 227504
- Funds Total
- 589028
- Count Employees
- 21
- 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
- 18 October 2023
- Income Donations And Legacies
- 3718
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 864513
- Income Investments
- 11266
- Income Other
- 2858
- Income Total Income And Endowments
- 882355
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,057,658
- Expenditure Other
- 0
- Expenditure Total
- 1057658
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 27201
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 4449
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £261,216
- Assets Total Fixed
- 14346
- Assets Own Use
- 14346
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £667,862
- Assets Total Liabilities
- £145,240
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £536,968
- Creditors One Year Total Current
- 145240
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £610,307
- Funds Endowment
- 0
- Funds Unrestricted
- 278754
- Funds Restricted
- 258214
- Funds Total
- 536968
- Count Employees
- 30
- 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
- 256359
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1031234
- Income Investments
- 1895
- Income Other
- 904
- Income Total Income And Endowments
- 1290392
- Income Legacies
- 250717
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £994,402
- Expenditure Other
- 0
- Expenditure Total
- 994402
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 27504
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 4449
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £340,972
- Assets Total Fixed
- 18795
- Assets Own Use
- 18795
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £805,645
- Assets Total Liabilities
- £112,169
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £712,271
- Creditors One Year Total Current
- 112169
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £730,222
- Funds Endowment
- 0
- Funds Unrestricted
- 410510
- Funds Restricted
- 301761
- Funds Total
- 712271
- Count Employees
- 39
- 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
- 1 December 2021
- Income Donations And Legacies
- 31038
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 921537
- Income Investments
- 2971
- Income Other
- 3917
- Income Total Income And Endowments
- 959463
- Income Legacies
- 19500
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £917,588
- Expenditure Other
- 0
- Expenditure Total
- 917588
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 4448
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £381,566
- Assets Total Fixed
- 23244
- Assets Own Use
- 23244
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £644,038
- Assets Total Liabilities
- £251,001
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £416,281
- Creditors One Year Total Current
- 251001
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £565,198
- Funds Endowment
- 0
- Funds Unrestricted
- 381566
- Funds Restricted
- 34715
- Funds Total
- 416281
- Count Employees
- 37
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Warwickshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- 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
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
08 Official extract
Charity Event History
- Charity Name
- CITIZENS ADVICE SOUTH WARWICKSHIRE
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2004-11-08T00:00:00
- Charity Name
- CITIZENS ADVICE SOUTH WARWICKSHIRE
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2019-03-27T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 4009876
- Assoc Registered Charity Number
- 1105342
- Assoc Charity Name
- STRATFORD UPON AVON AND DISTRICT CITIZENS ADVICE BUREAU
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 06 OCT 2004AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 16 MAR 2017AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 26 AUG 2017
- Charitable Objects
- 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 SOUTH WARWICKSHIRE AND SURROUNDING AREAS
- Area Of Benefit
- WARWICKSHIRE
10 Official extract
Charity Other Names
- Charity Name Id
- 425458
- Charity Name Type
- Previous name
- Charity Name
- WARWICK DISTRICT CITIZENS ADVICE BUREAU
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
12 Official extract
Charity Policy
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Financial reserves policy and procedures