CCEW Charity Commission profile

CARLISLE AND EDEN DISTRICTS CITIZENS ADVICE BUREAU

Registered charity 1111024 · organisation 4017991

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
24 August 2005
Removed
Not supplied
Company number supplied
05384148
Financial period
1 April 2024 – 31 March 2025
Latest income
£967,481
Latest expenditure
£956,733
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 4th Floor, Broadacre House, Lowther Street, CARLISLE, Cumbria, CA3 8DA

Website recorded by the regulator: www.ca-ce.org.uk (displayed as text)

02 Activities

What the charity does

The charity provides free, independent, confidential and impartial advice to everyone within the districts of Carlisle and Eden and the surrounding areas on their rights and responsibilities.

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
9 December 2025
Date Accounts Received
9 December 2025
Total Gross Income
£967,481
Total Gross Expenditure
£956,733
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
5 December 2024
Date Accounts Received
5 December 2024
Total Gross Income
£878,073
Total Gross Expenditure
£855,965
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
5 December 2023
Date Accounts Received
5 December 2023
Total Gross Income
£790,282
Total Gross Expenditure
£686,734
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
£584,259
Total Gross Expenditure
£494,674
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
17 December 2021
Date Accounts Received
17 December 2021
Total Gross Income
£562,558
Total Gross Expenditure
£469,486

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
9 December 2025
Total Gross Income
£967,481
Total Gross Expenditure
£956,733
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£6
Income From Government Grants
£231,177
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
30
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
5 December 2024
Total Gross Income
£878,073
Total Gross Expenditure
£855,965
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£4
Income From Government Grants
£180,980
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
30
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
5 December 2023
Total Gross Income
£790,282
Total Gross Expenditure
£686,734
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£4
Income From Government Grants
£168,656
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
30
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
£584,259
Total Gross Expenditure
£494,674
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
£172,510
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
43
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
17 December 2021
Total Gross Income
£562,558
Total Gross Expenditure
£469,486
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
£163,510
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
40

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
9 December 2025
Income Donations And Legacies
11205
Income Other Trading Activities
0
Income Charitable Activities
935688
Income Investments
20588
Income Other
0
Income Total Income And Endowments
967481
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£956,733
Expenditure Other
0
Expenditure Total
956733
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
2268
Expenditure Support Costs
251488
Expenditure Depreciation
3194
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£729,377
Assets Total Fixed
4618
Assets Own Use
4618
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£785,566
Assets Total Liabilities
£56,189
Assets Current Investment
265491
Assets Total Assets And Liabilities
£733,995
Creditors One Year Total Current
56189
Creditors Falling Due After One Year
0
Assets Cash
£425,309
Funds Endowment
0
Funds Unrestricted
733995
Funds Restricted
0
Funds Total
733995
Count Employees
34
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
5 December 2024
Income Donations And Legacies
9789
Income Other Trading Activities
0
Income Charitable Activities
845825
Income Investments
22459
Income Other
0
Income Total Income And Endowments
878073
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£855,965
Expenditure Other
0
Expenditure Total
855965
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
1508
Expenditure Support Costs
243805
Expenditure Depreciation
2720
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£723,247
Assets Total Fixed
93730
Assets Own Use
5440
Assets Long Term Investment
88290
Defined Benefit Pension Scheme
0
Assets Other Assets
£754,961
Assets Total Liabilities
£125,444
Assets Current Investment
257975
Assets Total Assets And Liabilities
£723,247
Creditors One Year Total Current
125444
Creditors Falling Due After One Year
0
Assets Cash
£395,049
Funds Endowment
0
Funds Unrestricted
723247
Funds Restricted
0
Funds Total
723247
Count Employees
32
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
5 December 2023
Income Donations And Legacies
9721
Income Other Trading Activities
0
Income Charitable Activities
770340
Income Investments
10221
Income Other
0
Income Total Income And Endowments
790282
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£686,734
Expenditure Other
0
Expenditure Total
686734
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
1304
Expenditure Support Costs
207722
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£675,564
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£851,510
Assets Total Liabilities
£150,371
Assets Current Investment
0
Assets Total Assets And Liabilities
£701,139
Creditors One Year Total Current
150371
Creditors Falling Due After One Year
0
Assets Cash
£819,501
Funds Endowment
0
Funds Unrestricted
675564
Funds Restricted
25575
Funds Total
701139
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
5 January 2023
Income Donations And Legacies
10160
Income Other Trading Activities
0
Income Charitable Activities
564837
Income Investments
3362
Income Other
5900
Income Total Income And Endowments
584259
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£494,674
Expenditure Other
0
Expenditure Total
494674
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
4575
Expenditure Support Costs
178264
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£464,089
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£694,915
Assets Total Liabilities
£97,324
Assets Current Investment
0
Assets Total Assets And Liabilities
£597,591
Creditors One Year Total Current
81807
Creditors Falling Due After One Year
15517
Assets Cash
£694,915
Funds Endowment
0
Funds Unrestricted
597591
Funds Restricted
0
Funds Total
597591
Count Employees
20
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
17 December 2021
Income Donations And Legacies
1357
Income Other Trading Activities
9000
Income Charitable Activities
548678
Income Investments
3523
Income Other
0
Income Total Income And Endowments
562558
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£469,486
Expenditure Other
0
Expenditure Total
469486
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3052
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
£508,006
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£546,044
Assets Total Liabilities
£38,038
Assets Current Investment
0
Assets Total Assets And Liabilities
£508,006
Creditors One Year Total Current
38038
Creditors Falling Due After One Year
0
Assets Cash
£546,044
Funds Endowment
0
Funds Unrestricted
504720
Funds Restricted
3286
Funds Total
508006
Count Employees
19
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
CARLISLE AND EDEN DISTRICTS CITIZENS ADVICE BUREAU
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2005-08-24T00:00:00
Charity Name
CARLISLE AND EDEN DISTRICTS CITIZENS ADVICE BUREAU
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2012-07-05T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
3991945
Assoc Registered Charity Number
1093944
Assoc Charity Name
EDEN CITIZENS ADVICE BUREAU

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 07/03/2005AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/08/2006AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 26/06/2012 as amended on 05 Apr 2022 as amended on 10 Aug 2023 as amended on 28 May 2025
Charitable Objects
Objects4. 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 Carlisle and Eden districts and surrounding areas.
Area Of Benefit
CARLISLE AND DISTRICT AND SURROUNDING AREAS

10 Official extract

Charity Other Names

Charity Name Id
317391
Charity Name Type
Previous name
Charity Name
CARLISLE AND 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
Complaints handling
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Paying staff
Policy Name
Investing charity funds policy and procedures
Policy Name
Conflicting interests
Policy Name
Volunteer management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Bullying and harassment policy and procedures
Policy Name
Risk management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Internal risk management policy and procedures