CITIZENS ADVICE BUCKINGHAMSHIRE LTD — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 20 November 2008
Removed: Not supplied
Company number supplied: 06693405
Financial period: 1 April 2024 – 31 March 2025
Latest income: £1,271,422
Latest expenditure: £1,424,952
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Citizens Advice Bureau, 2 Pebble Lane, AYLESBURY, Buckinghamshire, HP20 2JH

Website recorded by the regulator: https://www.citizensadvicebucks.org.uk/ (displayed as text)

02 Activities

What the charity does

To establish and provide and assist in the provision of Citizens Advice bureau services and outlets a free independent confidential and impartial service of advice information and counsel for the public in the fields of benefits debt employment housing relationships consumer immigration health education legal problemsTo influence policies where possible and lawfully seek to amend these.

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: 23 October 2025
Date Accounts Received: 23 October 2025
Total Gross Income: £1,271,422
Total Gross Expenditure: £1,424,952

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: 17 October 2024
Date Accounts Received: 17 October 2024
Total Gross Income: £1,646,251
Total Gross Expenditure: £1,691,540

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: 6 December 2023
Date Accounts Received: 6 December 2023
Total Gross Income: £1,493,828
Total Gross Expenditure: £1,594,651

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: 16 December 2022
Date Accounts Received: 16 December 2022
Total Gross Income: £1,925,615
Total Gross Expenditure: £1,487,079

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: 2 December 2021
Date Accounts Received: 2 December 2021
Total Gross Income: £479,112
Total Gross Expenditure: £407,987

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: 23 October 2025
Total Gross Income: £1,271,422
Total Gross Expenditure: £1,424,952
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £567,074
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: 104

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: 17 October 2024
Total Gross Income: £1,646,251
Total Gross Expenditure: £1,691,540
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £3
Income From Government Grants: £639,750
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: 55

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: 6 December 2023
Total Gross Income: £1,493,828
Total Gross Expenditure: £1,594,651
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £556,025
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: 102

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: 16 December 2022
Total Gross Income: £1,925,615
Total Gross Expenditure: £1,487,079
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: £1
Income From Government Grants: £430,780
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: 82

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: 2 December 2021
Total Gross Income: £479,112
Total Gross Expenditure: £407,987
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: £9
Income From Government Grants: £402,215
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 45

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: 23 October 2025
Income Donations And Legacies: 38568
Income Other Trading Activities: 0
Income Charitable Activities: 1218279
Income Investments: 13708
Income Other: 867
Income Total Income And Endowments: 1271422
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,424,952
Expenditure Other: 0
Expenditure Total: 1424952
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 12374
Expenditure Support Costs: 254288
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £457,337
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £587,258
Assets Total Liabilities: £129,921
Assets Current Investment: 0
Assets Total Assets And Liabilities: £457,337
Creditors One Year Total Current: 129921
Creditors Falling Due After One Year: 0
Assets Cash: £531,729
Funds Endowment: 0
Funds Unrestricted: 457337
Funds Restricted: 0
Funds Total: 457337
Count Employees: 47
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: 17 October 2024
Income Donations And Legacies: 44423
Income Other Trading Activities: 0
Income Charitable Activities: 1584591
Income Investments: 15219
Income Other: 2018
Income Total Income And Endowments: 1646251
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £3,260
Expenditure Charitable Expenditure: £1,688,280
Expenditure Other: 0
Expenditure Total: 1691540
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 18171
Expenditure Support Costs: 349130
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £604,185
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £770,372
Assets Total Liabilities: £159,505
Assets Current Investment: 0
Assets Total Assets And Liabilities: £610,867
Creditors One Year Total Current: 159505
Creditors Falling Due After One Year: 0
Assets Cash: £687,556
Funds Endowment: 0
Funds Unrestricted: 604185
Funds Restricted: 6682
Funds Total: 610867
Count Employees: 57
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: 6 December 2023
Income Donations And Legacies: 18099
Income Other Trading Activities: 1466775
Income Charitable Activities: 0
Income Investments: 6663
Income Other: 2291
Income Total Income And Endowments: 1493828
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £8,567
Expenditure Charitable Expenditure: £1,586,084
Expenditure Other: 0
Expenditure Total: 1594651
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 20414
Expenditure Support Costs: 336172
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £636,248
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £904,758
Assets Total Liabilities: £248,602
Assets Current Investment: 0
Assets Total Assets And Liabilities: £656,156
Creditors One Year Total Current: 248602
Creditors Falling Due After One Year: 0
Assets Cash: £826,697
Funds Endowment: 0
Funds Unrestricted: 636248
Funds Restricted: 19908
Funds Total: 656156
Count Employees: 55
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: 16 December 2022
Income Donations And Legacies: 13233
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 421
Income Other: 1911961
Income Total Income And Endowments: 1925615
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,487,079
Expenditure Other: 0
Expenditure Total: 1487079
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 12370
Expenditure Support Costs: 397302
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £756,979
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £988,269
Assets Total Liabilities: £231,290
Assets Current Investment: 0
Assets Total Assets And Liabilities: £756,979
Creditors One Year Total Current: 231290
Creditors Falling Due After One Year: 0
Assets Cash: £839,304
Funds Endowment: 0
Funds Unrestricted: 704392
Funds Restricted: 52587
Funds Total: 756979
Count Employees: 55
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Buckinghamshire
Welsh Ind: No

07 Official extract

Charity Classification

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

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

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

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

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

Classification Code: 102
Classification Type: What
Classification Description: Education/training

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

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

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

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

08 Official extract

Charity Event History

Charity Name: CITIZENS ADVICE BUCKINGHAMSHIRE LTD
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2022-11-15T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 3970549
Assoc Registered Charity Number: 1081138
Assoc Charity Name: CHILTERN CITIZENS ADVICE BUREAU LIMITED

Charity Name: CITIZENS ADVICE BUCKINGHAMSHIRE LTD
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2008-11-20T00:00:00

Charity Name: CITIZENS ADVICE BUCKINGHAMSHIRE LTD
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2023-01-09T00:00:00
Reason: Amalgamated
Assoc Organisation Number: 3970182
Assoc Registered Charity Number: 1080161
Assoc Charity Name: HIGH WYCOMBE & DISTRICT CITIZENS ADVICE BUREAU

Charity Name: CITIZENS ADVICE BUCKINGHAMSHIRE LTD
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2018-11-02T00:00:00
Reason: Amalgamated
Assoc Organisation Number: 3970001
Assoc Registered Charity Number: 1081189
Assoc Charity Name: BUCKINGHAM WINSLOW AND DISTRICT CITIZENS ADVICE BUREAU

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 10 SEP 2008AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 29 MAR 2017AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 21 JUL 2017AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13 JAN 2021 as amended on 15 May 2023 as amended on 30 May 2023 as amended on 30 May 2023
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 BUCKINGHAMSHIRE AND SURROUNDING AREAS.
Area Of Benefit: AYLESBURY

10 Official extract

Charity Other Names

Charity Name Id: 384492
Charity Name Type: Previous name
Charity Name: AYLESBURY AND DISTRICT CITIZENS ADVICE BUREAU

Charity Name Id: 384479
Charity Name Type: Working name
Charity Name: AYLESBURY AND DISTRICT CAB

Charity Name Id: 586240
Charity Name Type: Previous name
Charity Name: CITIZENS ADVICE AYLESBURY VALE

11 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Investment

Policy Name: Social media policy and procedures

Policy Name: Paying staff

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Volunteer management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints policy and procedures